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. Combining rigorous study and development opportunities with hands-on experience, Vanguard’s one-of-a-kind Financial Advisor Development Program will lay the foundation needed for a rewarding career in financial planning. When you join Vanguard, you’ll help steer the financial futures of our clients. Make it count!
In this full-time rotational program, you will
- Receive comprehensive and hands-on exposure across three core business units, each designed to build critical skills and knowledge culminating in the ability to manage client portfolios and relationships independently. Rotations could include advisor and client support, retail sales, and advice.
- Develop skills focused on the six elements of the personal financial planning process as you become a successful Financial Advisor and put our clients on the path to investment success.
- Receive robust mentorship opportunities and support from Vanguard CFP® professionals and senior management while building the network and leadership skills to prepare you for a career in Personal Investor Advice.
- Achieve your CFP® certification experience requirement in two years through the CFP Board Apprenticeship pathway.
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 and help you gain your CFP® certification. 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 the CFP Board-registered undergrad/graduate program, granting the eligibility to sit for the CFP® exam within 6 months from hire date, required.
- Successful completion of Securities Industry Essentials (“SIE”) exam prior to start date, required.
- Progress towards preparation for or completion of the CFP® exam highly preferred.
- Learning agility to successfully pass the Series 7, and 66 (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 for 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.
- Interest in providing asset management services.
- 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 June 2025.
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.
- A $1500 FlexFund annual stipend for personally meaningful conveniences – 3x the average amount offered by other 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
We are Vanguard. Together, we’re changing the way the world invests.
For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let’s make it count.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.
