Vanguard

Financial Advisor Manager

Vanguard

2 months ago
Charlotte, NC
Hybrid
Full Time
Manager
0 applicants
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Vanguard
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About this role

A Manager who leads a team of Financial Advisors delivering investment guidance to High Net Worth and Ultra High Net Worth clients. The role emphasizes developing advisor leadership, shaping departmental strategy, and stewarding a combined book of business to support client outcomes. The position is based at Vanguard and operates within a hybrid working model.

Skills

Qualifications

Undergraduate DegreeGraduate Degree (Preferred)CFP (Preferred)FINRA RegistrationSFC Registration
Vanguard

About Vanguard

vanguardjobs.com

Vanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.

About Vanguard

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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