Certified Financial Advisor

Our Group(2 months ago)

HybridFull TimeSenior$129,842 - $173,089 (estimated)Wealth Management

About this role

Certified Financial Advisor position at Vanguard located in Charlotte, NC for professionals holding the CFP® designation. The posting considers both Certified Financial Advisor and Senior Certified Financial Advisor candidates and highlights competitive compensation, comprehensive benefits, and professional development opportunities. The role follows a hybrid work model with in-office Tuesdays–Thursdays and remote work Mondays and Fridays; relocation is available but Vanguard does not offer visa sponsorship for this position.

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Required Skills

Financial Planning
Investment Strategies
Tax Management
Estate Planning
Relationship Management
Book Management
Regulatory Knowledge
Client Advisory

Qualifications

Certified Financial Planner (CFP®)
Series 7
Series 63
Series 66

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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