Financial Planner

Vanguard is looking for a dynamic Financial Planner to join our team! As a Financial Planner, you will be responsible for creating and executing comprehensive financial plans to help our clients reach their short and long-term financial goals. You should have a passion for helping others, strong interpersonal skills, and a sincere interest in financial planning. Our ideal candidate will have a minimum of three years of experience in the financial services industry, a Bachelor's degree in a related field, and a CFP® designation. If you are a detail-oriented and organized individual with a knack for numbers and problem-solving, this job is for you!

Responsibilities:

• Develop and execute comprehensive financial plans for clients to help them reach their financial goals. • Stay up-to-date on financial regulations and industry trends. • Monitor client portfolios and provide advice on investment strategies. • Actively seek and solicit new business opportunities. • Respond to client inquiries and concerns in a timely and professional manner. • Provide financial education to clients in order to help them better understand their financial options. • Maintain accurate records and documents related to client financial plans. • Develop relationships with key stakeholders, such as accountants, attorneys, and other professionals.

According to JobzMall, the average salary range for a Financial Planner in Philadelphia, PA, USA is $66,000 to $111,000 per year. Salaries can vary depending on experience, education, certifications, and other factors.

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.