Financial Advisor

Are you a finance whiz looking for a rewarding opportunity to help individuals reach their financial goals? If so, we’d love to hear from you. We’re looking for a Financial Advisor to join our team at Vanguard and be a key part of our client-oriented team.In this role, you’ll act as a trusted advisor to our clients, providing personalized financial advice and guidance to help them make the best decisions with their money. You’ll also build relationships with clients by understanding their financial needs and developing strategies to address those needs. We’ll count on you to provide excellent customer service and ensure clients have the most up-to-date information about their finances.To be successful in this role, you’ll need to possess a combination of strong financial acumen, interpersonal skills, and customer service expertise. You’ll also need to have a deep understanding of financial products and services and be able to create tailored solutions that meet our clients’ individual needs.If you have a passion for finance and helping others reach their financial goals, we’d love to hear from you.

Responsibilities:

• Provide personalized financial advice and guidance to clients
• Build relationships with clients by understanding their financial needs and developing strategies to address those needs
• Provide excellent customer service and ensure clients have the most up-to-date information about their finances
• Possess a combination of strong financial acumen, interpersonal skills, and customer service expertise
• Have a deep understanding of financial products and services
• Create tailored solutions that meet our client's individual needs

According to JobzMall, the average salary range for a Financial Advisor in Charlotte, NC, USA is between $40,000 and $100,000. This range is based upon both the experience and the qualifications of the Financial Advisor. Financial Advisors in Charlotte, NC, are typically responsible for providing financial advice to clients, including investments, retirement planning, insurance, and estate planning. They also assist with tax planning, budgeting, and other financial services. The salary range for Financial Advisors in Charlotte, NC depends on the advisor's experience, qualifications, and the type of financial services they provide.

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.