Senior Wealth Advisor

About this role

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 Advisors   for remote opportunities available to candidates   located   in the  Houston, Texas   area !   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 Vanguard's   Personal Wealth   division, you will develop tailored strategies that will help our ultra-high net Worth clients achieve their unique financial goals. You will provide   advice using   ongoing 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 Vanguard’s investment philosophy and making recommendations that consider client suitability, risk tolerance,   appropriate saving and spending   strategies, Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investment   methodology .   

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 by   maintaining   an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.  

Why you'll 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 collective   company   performance and client outcomes. When we succeed together, we all   share the rewards.   

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

To learn more about our benefits, visit:  https://www.vanguardjobs.com/benefits-rewards/    

Qualifications  

• CFP® designation   required .   Additional   certifications such as the CFA,   CTFA   or 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 to   acquire   once in the role. These will be   determined   by 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 and   representing   Vanguard at conferences and/or client visits .

Considerations  

• This role is   designated   as remote and must be performed within   Texas. Employees are expected to   maintain   their primary work location within the  Houston, metropolitan area, with a preference for   residing   within a 50-mile radius of  Houston,   unless otherwise approved by Vanguard. Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may be   required.  

• Occasional travel may be   required   to   Vanguard  sites 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!  

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.

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