Vanguard

Financial Advisor

Vanguard

Valley Forge, PA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Vanguard is seeking a dedicated and motivated Financial Advisor to join our team and help our clients reach their financial goals. This is an excellent opportunity to join a world-renowned financial services company and make a real difference in people's lives. As a Financial Advisor, you will be responsible for providing comprehensive financial advice and services to help our clients make informed decisions about their investments. You will have the opportunity to help them plan for their financial future and provide personalized advice tailored to their individual needs.To be successful in this role, you must have excellent communication skills, be highly organized, and be able to manage multiple tasks at once. You must also have a thorough understanding of finance and investment principles, the ability to interpret complex financial data, and a passion for helping people. A bachelor's degree in finance, accounting, or a related field is preferred. Experience in financial services or related industries is a plus.

Responsibilities:

  1. Provide comprehensive financial advice and services to clients to help them make informed investment decisions.
  2. Interpret complex financial data and provide personalized advice tailored to individual clients’ needs.
  3. Develop financial plans and strategies for clients based on their goals and objectives.
  4. Monitor markets and investments to ensure accuracy and profitability.
  5. Establish relationships with clients and build trust and credibility.
  6. Maintain accurate records of client investment portfolios.
  7. Remain knowledgeable of financial services and industry regulations and laws.
  8. Assist clients with understanding of financial products and services.
  9. Communicate regularly with clients to ensure satisfaction and successful outcomes.
  10. Ensure compliance with industry regulations and laws.
Where is this job?
This job is located at Valley Forge, PA, USA
Job Qualifications
  • Economics

  • Or Related Field

  • Bachelor’s Degree In Finance

  • Strong Analytical And Problem Solving Skills

  • Excellent Communication And Customer Service Skills

  • Knowledge Of Financial Planning And Investment Strategies

  • Understanding Of Financial Markets And Products

  • Ability To Explain Complex Financial Concepts To Clients

  • Working Knowledge Of The Regulatory Environment

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Financial Planning

  • Sales

  • Portfolio Management

  • Market analysis

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Tax Planning

  • Investment Advice

  • Portfolio Rebalancing

  • Securities Trading

  • Asset Diversification

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Valley Forge, PA, USA is $45,000 - $90,000. This range can vary depending on experience, education, industry certifications, and other factors.

Additional Information
Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 20th, 2023
Apply BeforeSeptember 18th, 2025
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About Vanguard

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.

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