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Business & FinanceEntry levelHybrid

Financial Advisor

VanguardCharlotte, NC

Posted Oct 19, 2026

What you’d do

Advise clients on financial goals, risk tolerance and investment strategies, guiding portfolios and educating them on Vanguard funds and products. Full time; partners with sales reps to onboard clients into advice services. Found on the employer's careers page on Oct 19, 2026. Apply through the link.

You’ll need

  • 1-2 years in advisory or paraplanner roles
  • Undergraduate degree or equivalent training and experience
  • SIE license required prior to start
  • Series 65 or 66 license required prior to start

Our summary of the listing. The full listing has the details.

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