Vanguard

Financial Advisor

Vanguard
Malvern, PA 19355, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Vanguard is looking for a talented Financial Advisor to join our team and help our clients achieve their financial dreams. As a Financial Advisor, you will provide comprehensive financial planning services and develop investment strategies to meet each client’s individual needs. You must have a deep understanding of investments, taxation, retirement planning, and estate planning to be successful in this role.You must also have excellent communication and interpersonal skills, as well as an understanding of financial markets and current trends. If you have a passion for helping people and a commitment to providing the highest quality of service, this position could be perfect for you.

Responsibilities:

  1. Provide comprehensive financial planning services and develop investment strategies tailored to each client’s individual needs.
  2. Maintain a deep understanding of investments, taxation, retirement planning, and estate planning.
  3. Keep up-to-date with financial markets and current trends.
  4. Build strong relationships with clients through excellent communication and interpersonal skills.
  5. Actively promote and market the firm and its services to attract new clients.
  6. Utilize appropriate research tools to provide clients with accurate and timely advice.
  7. Monitor and review client accounts to ensure that goals are being met.
  8. Prepare and present financial plans and investment strategies to clients.
  9. Stay compliant with regulatory and legal requirements.
Where is this job?
This job is located at Malvern, PA 19355, USA
Job Qualifications

  • Strong Communication Skills

  • Excellent Organizational Skills

  • Knowledge Of Financial Products And Markets

  • Self-Motivated And Able To Work Independently

  • Ability To Provide Sound Financial Advice

  • Understanding Of Investment Principles

  • Ability To Generate New Business

  • Proficiency In Financial Software Programs

Required Skills

  • Budgeting

  • Networking

  • Planning

  • Forecasting

  • Tracking

  • Documenting

  • Modeling

  • Monitoring

  • Investing

  • Advising

  • Negotiating

  • Analyzing

  • Strategizing

  • Selling

  • Educating

Soft Skills

  • Communication

  • Leadership

  • creativity

  • Organization

  • Critical thinking

  • collaboration

  • Adaptability

  • Problem-Solving

  • Time-Management

  • Resourcefulness

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Malvern, PA 19355, USA is between $66,000 and $130,000. This is an annual salary range and may vary depending on experience and qualifications.

Additional Information
Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 20th, 2023
Apply BeforeMay 22nd, 2025
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About Vanguard

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.

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