Vanguard is seeking an experienced and knowledgeable Financial Planner to join our team. In this role, you will work with clients to develop financial plans that are tailored to their individual needs and goals. You must be detail-oriented and have a strong commitment to providing excellent customer service.The ideal candidate for this position will have a Bachelor’s degree in Finance or related field, along with at least 5 years of experience in the financial services industry. You must have the ability to analyze financial and investment data, provide appropriate recommendations, and effectively explain complex concepts to clients. In addition, you will need to have an in-depth understanding of Vanguard’s products and services.If you are looking to join a team of dedicated professionals committed to providing our clients with the highest level of service, then this is the perfect opportunity for you.
Responsibilities:
- Develop tailored financial plans for clients based on individual needs and goals.
- Analyze financial and investment data and provide appropriate recommendations.
- Effectively explain complex financial concepts to clients.
- Provide excellent customer service.
- Maintain an in-depth understanding of Vanguard’s products and services.
- Build and maintain relationships with clients.
- Adhere to all regulatory and company guidelines.
- Monitor financial markets and recommend adjustments to client plans.
- Prepare client presentations and reports.
- Remain up-to-date on industry trends and developments.
Bachelor's Degree In Finance
Strong Analytical Skills
Comprehensive Knowledge Of Investments
Excellent Research Capabilities
Superior Communication Skills
Ability To Explain Complex Concepts
Cfp Or Other Financial Certifications
Solid Understanding Of Tax And Financial Regulations
Budgeting
Risk Management
Financial Analysis
Data Analysis
customer service
Cash flow analysis
Investment Management
Regulatory compliance
Client Relations
wealth management
Asset allocation
Retirement planning
Estate Planning
Tax Planning
Portfolio Construction
Communication
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
creativity
self-motivation
Teamwork
Adaptability
According to JobzMall, the average salary range for a Financial Planner in Zürich, Switzerland is CHF 110k-160k per year. The salary range will vary depending on experience, qualifications, and other factors.
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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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