Senior Wealth Advisor

Texasonsitesenior

Posted today · via Workday

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 Miami, Florida 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.…

Read the full description on The Vanguard Group's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Texas. We weight your proximity and willingness to relocate.

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