Certified Financial Advisor

Vanguard Job Opportunity

Certified Financial Advisor

Location(s) Tampa, FL, US

Work model Work from home

Date posted October 23, 2026

Job requisition 180780

Builds and maintains relationships with clients. Delivers financial advice and complex portfolio management guidance.

Job description

Benefits and rewards

Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with a leading financial institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Tampa, Florida area. With competitive compensation, excellent benefits, and an inclusive culture, Vanguard offers the opportunity to build a rewarding career while making a meaningful difference in investors' lives. By applying for this role, you will be considered for both the Certified Financial Advisor and Senior Certified Financial Advisor opportunities.

While this is a remote role, you'll collaborate with experienced advisors and specialists across Vanguard's dynamic and growing retail division. Supported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves, you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success.

As a Vanguard Advisor, you will:

• Establish, grow, and maintain long-term relationships with clients.

• Partner with investors to help them plan for their financial goals.

• Provide disciplined investment approaches, tax management strategies, and additional financial planning support.

• Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.

Why you'll love working here:

• Work-life harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.

• Professional growth: Benefit from a workplace that prioritizes your professional development.

• Inclusive environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

Compensation and benefits:

• At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.

• Performance bonus: We reward your hard work and dedication with opportunities for performance bonuses.

• Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.

• Merit-based salary increases: Your achievements and contributions are recognized through merit-based salary increases.

Qualifications

• Certified Financial Planner designation required.

• Series 7, 63, or 66 (or the ability to acquire within 3 months of assuming the position).

• Three years (Financial Advisor) or five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.

• Demonstrated experience managing a book of business with a track record of client satisfaction and loyalty.

• Experience applying trust and estate planning knowledge to help preserve clients' wealth.

• In-depth knowledge of financial planning, investment strategies, and industry regulations.

• A positive and resilient change agent who fosters collaboration as both a peer and business partner.

Special factors:

• This role is designated as remote and must be performed within Florida. Employees are expected to maintain their primary work location within the Tampa metropolitan area, with a preference for residing within a 50-mile radius of Tampa, unless otherwise approved by Vanguard. Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may be required.

• Vanguard is not offering visa sponsorship for this position.

• Ready to take the next step in your career? Join Vanguard's team of dedicated financial advisors!

Our Total Rewards programs provide you and your loved ones with wellness support for key areas in your life:

• Financial wellness

• We're committed to enabling your financial success and provide competitive offers and programs.

• Physical wellness

• We're committed to providing benefits that support your physical health and wellness.

• Personal wellness

• We're committed to providing resources that help support the full scope of your life.

• Our commitment to equal employment opportunity

• Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

• Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform the appropriate contact if you need assistance completing this application or to otherwise participate in the application process.

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