Full-Time
Certified Financial Advisor
Vanguard
10,001+ employees
Low-cost mutual funds and ETFs provider
No salary listed
No H1B Sponsorship
Charlotte, NC, USA
Hybrid
Hybrid model: in-office Tue–Thu; remote Mon–Fri. Relocation available to those who qualify.
 Finance & Banking (1) |
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- Certified Financial Planner designation required
- Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position)
- Five years of advisory experience, specifically in advice planning, book of business management, and relationship management
- Shown experience managing a book of business with a track record of client satisfaction and loyalty
- Apply trust and estate planning knowledge to help preserve client’s wealth
- In-depth knowledge of financial planning, investment strategies, and industry regulations
- Positive and resilient change agent while fostering collaboration as both a peer and business partner
- Vanguard is not offering visa sponsorship for this position
- Establish, grow, and maintain long-term relationships with clients
- Partner with investors to help them plan their financial goals
- Provide disciplined investing approaches, tax management strategies, and additional financial planning support
- Develop personalized investment strategies and deliver financial planning guidance for the moments that matter
- Relocation available to those who qualify
Vanguard is an American investment manager offering mutual funds, ETFs, brokerage services, retirement planning, financial planning, asset management, and trust services. Its funds pool money to invest in diversified portfolios, often tracking market indexes, with fees kept low for investors. The company is owned by its funds, which are owned by customers, aligning interests toward reducing costs and improving transparency and education. Its goal is to put investors first by providing low-cost, transparent investment products and resources to help people save and plan for the long term.
Company Size
10,001+
Company Stage
Private
Total Funding
$11.2M
Headquarters
Kline Township, Pennsylvania
Founded
1975
Simplify's Take
What believers are saying
- Hyderabad GCC scales to 2,400 employees by 2029, building AI/ML and cloud product teams.
- Expert Insights AI tool launches in 2026, quadrupling advisor portfolio analysis engagements.
- Four new 2026 funds target global stocks and technology, capturing thematic investment flows.
What critics are saying
- BlackRock's iShares overtakes Vanguard as top ETF provider via fee cuts by 2027.
- Talent poaching by Infosys and TCS guts Hyderabad GCC before 2029 expansion.
- SEC suspends Investor Choice program with $500M fines for proxy violations in 2027.
What makes Vanguard unique
- Vanguard's client-owned structure enables lowest-cost mutual funds and ETFs.
- Investor Choice program empowers 22 million retail investors with pass-through voting on $3.6T assets.
- Admiral shares offer lower expense ratios for investments over $3,000-$100,000.
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Benefits
Best-in-class medical, dental & vision coverage
Onsite health clinic & fitness center
Health Smart Rewards program
Vanguard Retirement Savings Plan
Education Benefits
PTO
Family Planning Benefist
Parental leave
Personal development opportunities
Volunteer Time Off
Company News
Governor Bob Ferguson has directed $500,000 from Washington's Economic Development Strategic Reserve Fund to support IonQ's expansion in Bothell. The quantum computing manufacturer, whose largest shareholders include Vanguard, BlackRock and Morgan Stanley Investment Management, will use the funding for building upgrades, workforce expenses and expansion costs. The state funding is matched by over $14 million in private investment. IonQ opened the nation's first dedicated quantum computing manufacturing facility in Bothell in 2024, which has since expanded into a 100,000-square-foot hub. The expansion is expected to create between 1,200 and 2,000 jobs over five years. IonQ develops quantum computing systems for complex problems in healthcare, energy and cybersecurity. The Strategic Reserve Fund uses unclaimed lottery prize money for economic development projects.
Vanguard has launched Expert Insights, an AI-powered portfolio analysis tool designed to help financial advisors deliver personalised investment guidance at scale. The tool will be embedded within Vanguard's Portfolio Analytics Tool later in 2026, following a current pilot programme with select advisors. Expert Insights transforms complex portfolio data into actionable, client-ready guidance aligned with Vanguard's methodology. The launch comes as Vanguard's annual portfolio analysis engagements with advisors have quadrupled over the past six years. The tool is part of Vanguard's broader suite of AI-enhanced advisor services, which includes Client-Ready Article Summaries launched in 2025, stress testing features, a Health Care Cost Estimator, and a Social Security Calculator. These enhancements aim to streamline client support and free advisors to focus on relationship building.
Vanguard launches four new funds. Vanguard has launched four new investment options focused on global stocks and the technology theme, comprising three new ETFs and one unlisted managed fund. AMP has named an interim chief financial officer as current chief financial officer Blair Vernon prepares to step into the top job. The 280 companies on the ASX 300 beyond the top 20 blue chip names can offer investors superior risk-adjusted returns, Yarra Capital said. Washington H. Soul Pattinson (Soul Patts), the ASX-listed investment house, has seen its profit increase by more than 600% in the six months to 31 January 2026. Videos. Brought to you by Further Reading Products. Pocket investment guides featuring adviser case studies and a glossary. Investing trends and strategies from the industry's thought leaders. Putting the spotlight on investment products that matter. Expert feed. Christian Mueller-Glissmann Head of Asset Allocation Research Goldman Sachs Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise. Tania Milnes GM, Membership Financial Advice Association Australia With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards... Effie Dimitropoulos Chief executive So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story. Jessica Sclafani Global retirement strategist T. Rowe Price The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.
Vanguard's three worst-performing equity ETFs in 2026 — the Mega Cap Growth ETF, Growth ETF and Financials ETF — present buying opportunities despite recent underperformance, according to investment analysis. Growth-focused funds have struggled this year as investors rotate towards energy and materials sectors. The Mega Cap Growth ETF, heavily weighted in AI and tech giants like Nvidia, Microsoft and Amazon, has fallen despite these companies' strong earnings growth. This has compressed valuations, with some stocks now cheaper than historical averages. The Vanguard Financials ETF has also declined after strong recent performance. The fund offers diversified exposure to banks, payment processors and insurance companies with durable competitive advantages. Analysts argue the sell-off creates opportunities for long-term investors, particularly as earnings continue growing whilst valuations fall.
Broadridge Financial Solutions has enhanced its ProxyVote platform to enable pass-through voting for asset managers, allowing millions of individual investors to select voting preferences directly after completing proxy ballots. The integration eliminates the need for separate platforms or additional steps. Vanguard will be the first asset manager to implement the capability through its Investor Choice programme, which serves investors holding Vanguard funds on third-party brokerage platforms. The solution currently supports more than 600 funds with over $8 trillion in assets, up from 100 funds two years ago. The enhancement embeds pass-through voting into ProxyVote's existing infrastructure, which processes tens of millions of proxy votes annually. Additional asset managers are expected to integrate the capability following the upcoming proxy season, expanding access across Broadridge's network of 1,100 banks and broker-dealers globally.