Wealth Management Advisor

Wealth Management Advisor at Vanguard is an exciting opportunity for a motivated individual with a passion for helping people reach their financial goals. The ideal candidate is an independent self-starter with excellent communication and interpersonal skills, as well as a deep understanding of investments, taxes, and financial planning. As a Wealth Management Advisor, you will help clients develop and execute personalized strategies to build, manage, and protect their wealth.The successful candidate will have a bachelor’s degree in a relevant field, at least five years of experience as a financial advisor, and a valid FINRA series 7, 63, and 66 licenses. In addition, we are looking for someone with strong sales and customer service skills, a comprehensive understanding of financial products and services, and the ability to build relationships with clients. If you possess these qualifications and have a strong desire to help people reach their financial goals, then this may be the perfect role for you.

Responsibilities:

• Provide advice and guidance to clients on financial planning and wealth management
• Develop and execute personalized strategies to build, manage, and protect clients' wealth
• Develop new business and maintain relationships with existing clients
• Analyze clients’ financial situation and provide appropriate advice
• Research financial products and services to ensure they meet clients’ needs
• Recommend appropriate investments and strategies to clients
• Monitor financial markets and client portfolios
• Stay up-to-date on industry trends and regulations
• Ensure compliance with FINRA regulations and other relevant laws

According to JobzMall, the average salary range for a Wealth Management Advisor in Charlotte, NC, USA is $56,000 - $91,000. This range is based on salaries reported by real employers for the job in Charlotte, NC.

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.