Advance to Financial Planning Advisor

Take a stand for investors

At Vanguard, we're taking a stand for all investors. You can help us advance this mission by joining Vanguard as we strive to redefine the advice industry. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors-combining real-world client experience, intentional development, and a clear progression into a F inancial A dvisor role . When you join Vanguard, you'll help steer the financial futures of our clients. Make it count!

In this full-time development program, you will

• Gain comprehensive and hands-on exposure in a client-facing service role, designed to build critical skills and knowledge through direct interaction with advice clients .

• Benefit from robust mentorship opportunities and support from Vanguard Advice professionals and senior management while building the network and leadership skills to prepare you for a career in Personal Wealth Advice.

• Receive dedicated advisor development time, including building skills focused on the s e ve n elements of the personal financial planning process.

• Achieve your CFP® certification experience requirement in two years through the CFP Board Apprenticeship pathway.

• After approximately 1 8-24 month s , launch into a promotional position as a Mass Affluent Financial Advisor where you will work within a collaborative team model to build strong relationships with our clients, identify investment needs and provid e tailored financial advice and portfolio management guidance .

• Undergraduate degree required. Cumulative GPA of 3.2 or higher preferred.

• Completion of a CFP Board registered undergrad/graduate program or a commitment to pursue the designation is preferred. We offer a corporate CFP program to support crew in acquiring the designation.

• Successful completion of Securities Industry Essentials ("SIE") exam prior to start date, required.

• Learning agility to successfully pass the Series 7, and 6 3 (or equivalent licenses) within the time frame described in Vanguard's FINRA Licensing Policy by utilizing resources and support provided by Vanguard.

• Demonstrated leadership capabilities in academic, professional, or community settings. Industry internship preferred.

• Strong commitment to helping and educating clients as it relates to their investment portfolios and dedication to Vanguard's mission of providing them with the best chance for investment success.

• Support of Vanguard's overarching values of integrity, focus, and stewardship.

• Strong investment orientation and enthusiasm for advancing this knowledge on a continuous basis.

• Excellent written, verbal, and Client Relationship Management (CRM) skills.

• Exhibit resilience and a positive attitude when faced with challenges and learning opportunities. Skillfully navigate ambiguous situations and embrace change.

• Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time management skills.

• Vanguard is not offering sponsorship for this role.

• The start date for this program will be Ju ly 2027.

• 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.

• Quarterly 401(k) contribution of 10% of your eligible pay.

• At least 18 paid days off, plus 10 federal holidays.

• 77% of your medical costs are covered, compared to 68% by other financial services companies.

• Unparalleled Health Savings Account (HSA) seed and match - 5x the amount as other contributing employers.

• Top-tier programs for your emotional and mental health:

• Access to 2x more coaching and therapy sessions compared to other employers.

• A caregiving concierge program, something only one in five employers offer.