Financial Advisor Development Program

Position Overview

At Vanguard, we're taking a stand for all investors. Join our one-of-a-kind Financial Advisor Development Program designed to build your career in financial planning by combining rigorous study with hands-on experience. You’ll help steer the financial futures of our clients while working toward achieving your CFP certification through our comprehensive rotational pathway.

Advance your skill set and your career in an environment that values integrity, leadership, and continuous learning. Note: Vanguard is not offering sponsorship for this role and the program start date is June 2026.

Key Responsibilities

• Receive comprehensive and hands-on exposure across three core business units including advisor and client support, retail sales, and advice.
• Develop skills focused on the six elements of the personal financial planning process to guide clients on the path to investment success.
• Gain robust mentorship and support from Vanguard CFP professionals and senior management while building leadership and network skills.
• Achieve your CFP certification requirement through the CFP Board Apprenticeship pathway within two years.

Required Qualifications

• Undergraduate degree required.
• Completion of a CFP Board–registered undergraduate/graduate program, granting eligibility to sit for the CFP exam within 6 months of hire, required.
• Successful completion of the Securities Industry Essentials (SIE) exam prior to the start date, required.
• Learning agility to successfully pass the Series 7 and 66 (or equivalent licenses) within the designated timeframe.
• Demonstrated leadership in academic, professional, or community settings.
• Strong commitment to helping and educating clients, aligned with Vanguard’s mission.
• Support of Vanguard’s values of integrity, focus, and stewardship.
• Strong investment orientation and a continuous learning mindset.
• Excellent written, verbal, and Client Relationship Management skills.
• Ability to work independently and collaboratively while managing multiple responsibilities.

Preferred Qualifications

• Cumulative GPA of 3.2 or higher preferred.
• Progress toward or completion of the CFP exam highly preferred.
• Industry internship experience preferred.

Benefits & Perks

• Pay for performance including annual performance bonuses, merit increases, and an annual Partnership bonus.
• Industry-leading retirement savings plans: 401(k) contribution 55% above the national average and a quarterly 401(k) contribution of 10% of your eligible pay.
• At least 18 paid days off plus 10 federal holidays.
• 77% of medical costs covered, compared to other financial services companies.
• Unparalleled Health Savings Account (HSA) seed and match – 5x the amount offered by other employers.
• Top-tier programs for emotional and mental health, including access to double the coaching and therapy sessions and a caregiving concierge program.