Vanguard
Advance to Financial Planning Advisor
United States · Work style not stated · Full time
Apply on the employer’s site ↗See how well you match this job
You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.
About the role
Description from the employer’s posting. Check the employer’s page for the current version.
- EmployerVanguard
- LocationUnited States
- Work styleWork style not stated
- Employment typeFull time
- Employer posted
Take a stand for investors
At Vanguard, we’re taking a stand for all investors. You can help us advance this mission by joining Vanguard as we strive to redefine the advice industry. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors—combining real-world client experience, intentional development, and a clear progression into a Financial Advisor role. When you join Vanguard, you’ll help steer the financial futures of our clients. Make it count!
In this full-time development program, you will
Gain comprehensive and hands-on exposure in a client-facing service role, designed to build critical skills and knowledge through direct interaction with advice clients.
Benefit from robust mentorship opportunities and support from Vanguard Advice professionals and senior management while building the network and leadership skills to prepare you for a career in Personal Wealth Advice.
Show full description
Receive dedicated advisor development time, including building skills focused on the seven elements of the personal financial planning process.
Achieve your CFP® certification experience requirement in two years through the CFP Board Apprenticeship pathway.
After approximately 18-24months, launch into a promotional position as a Mass Affluent Financial Advisor where you will work within a collaborative team model to build strong relationships with our clients, identifyinvestment needs and provide tailored financial advice and portfolio management guidance.
Advance your skill set and your career
Do you have the grit and determination to work and learn in a demanding, unique program? Then take the first step into the ever-changing field of financial planning. Your real passion for investing with integrity and drive to do what’s right for our clients will propel you through the experience. We’ll stand by you as you stand up for thirty million investors, worldwide.
What it takes
Undergraduate degree required. Cumulative GPA of 3.2 or higher preferred.
Completion of a CFP Board registered undergrad/graduate program or a commitment to pursue the designation is preferred. We offer a corporate CFP program to support crew in acquiring the designation.
Successful completion of Securities Industry Essentials (“SIE”) exam prior to start date, required.
Learning agility to successfully pass the Series 7, and 63 (or equivalent licenses) within the time frame described in Vanguard’s FINRA Licensing Policy by utilizing resources and support provided by Vanguard.
Demonstrated leadership capabilities in academic, professional, or community settings. Industry internship preferred.
Strong commitment to helping and educating clients as it relates to their investment portfolios and dedication to Vanguard’s mission of providing them with the best chance for investment success.
Support of Vanguard’s overarching values of integrity, focus, and stewardship.
Strong investment orientation and enthusiasm for advancing this knowledge on a continuous basis.
Excellent written, verbal, and Client Relationship Management (CRM) skills.
Exhibit resilience and a positive attitude when faced with challenges and learning opportunities. Skillfully navigate ambiguous situations and embrace change.
Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time management skills.
Special Factors
Vanguard is not offering sponsorship for this role.
The start date for this program will be July 2027.
Total Rewards
Our Total Rewards package reflects our mission and values, providing care, security, and fulfillment for you and your family – today and long-term. We support the key areas of your life with best-in-class benefits for your financial, physical, and personal wellness:
Pay for performance, including annual performance bonuses, merit increases, and an annual Partnership bonus.
Industry-leading retirement savings plans:
401(k) contribution 55% above the national average.
Quarterly 401(k) contribution of 10% of your eligible pay.
At least 18 paid days off, plus 10 federal holidays.
77% of your medical costs are covered, compared to 68% by other financial services companies.
Unparalleled Health Savings Account (HSA) seed and match – 5x the amount as other contributing employers.
Top-tier programs for your emotional and mental health:
Access to 2x more coaching and therapy sessions compared to other employers.
A caregiving concierge program, something only one in five employers offer.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Check your resume against this job Free, no sign-up. Nothing you paste is stored.
Staying safe while you apply
- Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
- Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
- Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.
Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.
Preparing for this role with ROLIVA
- Check the fit.
Compare the requirements with the experience you have confirmed, including gaps.
- Prepare honestly.
Build interview stories and application drafts from your own evidence.
- Keep track.
Save the role and record your own application status and follow-ups.
At a glance
- Employment typeFull time
- Employer posted
- Added to ROLIVA
- Last checked