About this role
Join Vanguard as a Situational Advisor (CFP®)
Are you a Certified Financial Planner (CFP®) looking to make a meaningful impact at scale? Vanguard is seeking experienced financial professionals to join our Workplace Advice team, supporting approximately 120,000 participants across one of Vanguard's largest Enterprise Clients.
This is a unique opportunity to deliver personalized, point-in-time financial guidance that helps participants navigate important financial decisions with confidence. Unlike traditional advisory roles, this position does not involve ongoing portfolio management or book-of-business ownership. Instead, you'll focus on providing consultative advice, education, and planning guidance that empowers participants to take action toward their financial goals.
As a Vanguard Situational Advisor, You Will:
• Deliver personalized financial planning and investment guidance through scheduled consultations with participants.
• Help participants navigate key financial decisions related to retirement readiness, investment allocation, savings strategies, and broader financial goals.
• Apply a consultative approach to uncover participant needs and recommend appropriate planning solutions.
• Educate participants on Vanguard's advice offerings and resources available to support their financial journey.
• Build trust and credibility by simplifying complex financial concepts into actionable recommendations.
• Partner with internal stakeholders to deliver a high-quality participant experience and support client objectives.
Why You'll Love Working Here: Make an Impact at Scale Help thousands of participants make informed financial decisions and improve their financial well-being through meaningful advice conversations. Professional Growth Join a team of highly credentialed financial professionals and benefit from ongoing development opportunities, coaching, and career progression. Collaborative Environment Work within a dedicated advice team supporting one of Vanguard's largest Enterprise Clients, where teamwork, knowledge sharing, and client focus drive success. Work-Life Harmony Enjoy a structured advisory model that allows you to focus on delivering advice and participant outcomes without the demands of managing an ongoing book of business.
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 through opportunities for performance-based incentives.
• Partnership Plan: Our Partnership Plan is an annual cash award tied to company performance and client outcomes.
• Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.
• Comprehensive Benefits: Medical, dental, vision, retirement benefits, paid time off, and resources that support your overall well-being.
To learn more about our benefits, visit Vanguard Benefits & Rewards.
Qualifications:
• Certified Financial Planner® (CFP®) designation required.
• FINRA Series 7, 63, and 65/66 licenses (or ability to obtain within three months of assuming the position).
• Undergraduate degree or equivalent experience.
• Minimum of three years of financial planning and client relationship management experience.
• Strong investment knowledge and financial planning acumen.
• Consultative sales experience strongly preferred.
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.