Why our work matters
We’re on a mission for our clients. As lifelong financial partners to our clients, the financial advice team helps people reach their financial goals from the very first investment all the way through retirement, coaching them and helping them build their portfolios. With your ever-growing expertise, you can offer clients top-tier investment solutions and create personalized, goals-based plans to help protect their financial futures while building your career.
Financial advisors at Vanguard
Book of business
Client-first focus
Continuous learning
Life as a financial advisor
“I started at Vanguard out of college and the culture at Vanguard has been extremely supportive from the day I began. It’s extremely collaborative.”
Cassandra R.
Senior Financial Advisor
Vanguard’s client focused mission is embedded in our approach to investing, decision-making, and company culture. I have peace of mind knowing that the work I do every day is creating value ethically and with integrity for our clients.”
Javier H.
Financial Advisor Manager
Our teams
Relationship management
- Establish and maintain strong relationships with dedicated clients and their families as a primary point of contact.
- Help clients achieve their financial goals by effectively recommending Vanguard products and services.
- Serve as liaison to other Vanguard business partners to exceed client expectations and deepen relationships.
Priority operations
- Support our highest-priority relationships by flawlessly executing client requests.
- Partner with client-facing groups within wealth management to address complex client requests or issues.
- Identify and act on any emerging and relevant trends within the business.
Wealth management support
- Research and identify appropriate investment solutions and recommendations for an assigned book of business.
- Support advisors in analyzing and resolving questions pertaining to client accounts and relationships.
- Partner with advisors to execute on planning deliverables related to the managed client experience.’
Wealth management advice
- Develop a thorough understanding of each client’s financial situation to create and deliver a personalized strategy based on Vanguard’s investment philosophy.
- Help clients overcome complex wealth planning challenges by offering sophisticated solutions and leveraging Vanguard tax, legal, and investment expertise.
- Interact with our clients’ families and other financial professionals, such as attorneys and accountants, to serve clients’ needs.
Empowered to learn, grow, and thrive
Quin K.
“Working in Advice at Vanguard has inspired me to empower advisors to help our clients achieve their best financial futures through building strong relationships and investing in their development. My career path has helped me build confidence in the value I can deliver to our crew and clients and fulfillment in contributing to something larger than myself.”
