Temp to Full Time - Financial Planner Reentry Initiative
Financial Advisor, Financial Planner
4 Year Degree
A paid internship to support candidates reentering the workforce, who after a significant career break, are passionate about exploring a career in becoming a Financial Advisor. About the program… Beginning your journey towards re-entering the workforce is an exciting time! At Vanguard we want to support you on your journey and provide you with a best in class return to work experience through our new Relaunch Your Career Program. In this paid internship you’ll have the opportunity to reactivate your skills, enhance your financial acumen and understanding of Vanguard’s investment philosophy, expand your professional and personal network, embrace a culture that values teamwork and collaboration and work with world class Financial Advisors and leaders to support you in your journey to launch your career as a Financial Advisor.
Program Support …
To help ensure your success you’ll receive the following opportunities and support
Collaborate with Financial Advisors to learn more about Vanguard’s Advice offering and to get a first-hand look at how Advisors interact and support clients
Participate in coaching sessions to obtain feedback, personal development and individual support throughout the program
Connect with members of our Crew Resource Groups (CRGs) including but not limited to our Women in Leadership Group (WILs)
Interact with Vanguard leaders and crew to expand your professional network and strengthen relationships across the organization
Develop an understanding about qualifications needed and preparation involved for obtaining the CFP® designation
Complete training and study sessions for FINRA Licenses including Securities Industry Essentials (SIE), Series 7, 63 and 65
Successfully pass the FINRA SIE exam
Participate in special projects and perform other duties as assigned
What it takes…
Undergraduate degree or equivalent experience is preferred.
Minimum of two years customer service and client relationship management experience. Making progress toward completion of the CFP® examination and relevant work experience preferred.
Series 7, 63, and 65 (or ability to obtain within 3 months of assuming position).
Track record of increasing responsibilities and success in prior roles.
Strong investment orientation and interest in providing asset management.
Excellent writing, speaking and Client Relationship Management skills.
Positive attitude with the ability to effectively manage change in an ambiguous environment.
Ability to work independently and as a team member, balances multiple responsibilities simultaneously, and demonstrates exceptional time-management skills.
Vanguard is not offering visa sponsorship for this position.
Internal Number: 122145
Vanguard is based on a simple but revolutionary idea-that a mutual fund company should be managed in the sole interest of its investors. To ensure that the interests of investors always come first, Vanguard is owned by the Vanguard funds, which in turn are owned by the investors. We're still the only company structured this way. Today, we state our mission broadly: "To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success."