Senior Wealth Advisor

Join Vanguard as a Wealth Advisor

Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance Vanguard is seeking Wealth Advisors and Senior Wealth Advisorsfor remote opportunities available to candidateslocatedin theMiami Floridaarea!With competitive compensation excellent benefits and an inclusive culture Vanguard offers the opportunity to build a rewarding career while making a meaningful difference in investors lives.

As a Wealth Advisor within VanguardsPersonal Wealthdivision you will develop tailored strategies that will help our ultra-high net Worth clients achieve their unique financial goals. You will provideadvice usingongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.

Responsibilities

Wealth Advisors onboard clients and manage a book of business that can include high-profile and influential individuals and families. By communicating Vanguards investment philosophy and making recommendations that consider client suitability risk toleranceappropriate saving and spendingstrategies Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investmentmethodology.

Wealth Advisors work in a collaborative team environment partnering with internal resources to serve client needs and goals related to investment advice tax strategies legacy and estate planning philanthropic giving and corporate trust services. They also manage trusts both as an investment manager and when Vanguard serves as corporate trustee in partnership with internal Trust Administrators.

As experts in the advice space Wealth Advisors promote continuous professional development bymaintainingan advanced understanding of financial planning capital markets and the financial industry and are willing to coach and support their peers.

Why youll love working here:

• Work-life harmony:Enjoy a balance between your professional and personal life while making a meaningful impact on our clients financial well-being.

• Professional growth:Benefit from a workplace that prioritizes your professional development.

• Inclusive environment:Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

Compensation and benefits:

• At Vanguard we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary we offer a comprehensive benefits package designed to support your financial health and overall well-being.

• Performance bonus:We reward your hard work and dedication with opportunities for performance bonuses.

• Partnership plan:Our Partnership Plan is an annual cash award tied to our collectivecompanyperformance and client outcomes. When we succeed together we allshare the rewards.

• Merit-based salary increases:Your achievements and contributions are recognized through merit-based salary increases.

To learn more about our benefits visit: designation.Additionalcertifications such as the CFACTFAor CPA preferred.

• This job requires a Series 7 63 or 66 regulatory license and/or registration (e.g.FINRA state SFC) as well as the SIE or ability toacquireonce in the role. These will bedeterminedby Compliance based on role-specific duties.

• 7 years of financial advice financial planning book of business management and relationship management.

• Experience applying trust and estate planning knowledge to help preserve clients wealth.

• In-depth knowledge of financial planning investment strategies and industry regulations.

• Excellent written and verbal communication skills including strong executive presence when interacting with clients andrepresentingVanguard at conferences and/or client visits.

Considerations

• This role isdesignatedas remote and must be performed withinFlorida. Employees are expected tomaintaintheir primary work location within theMiami metropolitan area with a preference forresidingwithin a 50-mile radius ofMiamiunless otherwise approved by Vanguard. Attendance at periodic in-person meetings team events training sessions or other business-related travel may be.

• Occasional travel may betoVanguardsites for client meetings or local and national professional conferences.

Are you ready to take the next step in your career We look forward to reviewing your application and learning more about you!