Vangaurd Advance to Financial Planning

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About the job

At Vanguard, we’re taking a stand for all investors. You can help us advance this mission by joining Vanguard as we strive to redefine the advice industry. Combining rigorous study and development opportunities with hands-on experience, Vanguard’s one-of-a-kind Financial Advisor Development Program will lay the foundation needed for a rewarding career in financial planning. When you join Vanguard, you’ll help steer the financial futures of our clients. Make it count.


  • Undergraduate degree required. Cumulative GPA of 3.2 or higher preferred.

  • Completion of the CFP Board-registered undergrad/graduate program, granting the eligibility to sit for the CFP® exam within 6 months from hire date, required.

  • Progress towards preparation for or completion of the CFP® exam highly preferred.

  • Learning agility to successfully pass the SIE and Series 7, and 66 (or equivalent licenses) within the time frame described in Vanguard’s FINRA Licensing Policy by utilizing resources and support provided by Vanguard.

  • Industry internship preferred.

  • Strong commitment for helping and educating clients as it relates to their investment portfolios and dedication to Vanguard’s mission of providing them with the best chance for investment success.

  • Support of Vanguard’s overarching values of integrity, focus, and stewardship.

  • Strong investment orientation and enthusiasm for advancing this knowledge on a continuous basis.

  • Interest in providing asset management services.

  • Excellent written, verbal, and Client Relationship Management (CRM) skills.

  • Positive attitude with the ability to effectively handle change in an ambiguous environment.

  • Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time management skills.

About us


Scottsdale, AZ, USA


Send resume to Professor Schiestel @