Certified Financial Advisor

Our Group(2 months ago)

HybridFull TimeSenior$112,166 - $150,548 (estimated)Wealth Management

About this role

A Certified Financial Advisor at Vanguard in Plano, TX is a CFP®-credentialed advisor who provides personalized financial planning and investment guidance to clients. The role supports clients' long-term financial wellbeing within Vanguard's inclusive, client-focused environment and may be considered at both Certified and Senior levels.

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Required Skills

Financial Planning
Investment Strategies
Tax Management
Estate Planning
Client Relationships
Book Management
Compliance Knowledge
Advisory Experience
Collaboration

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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