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  • 1 month ago

jobs description

At Vanguard, Financial Advisors are at the forefront of our commitment to providing world-class service to our clients. As a Financial Advisor, you will partner with our clients to guide them through their financial journey and help them create personalized financial plans that meet their goals. We are looking for individuals who are passionate about helping others and have the expertise and drive to build long-term, meaningful relationships with clients. The ideal candidate is an organized, detail-oriented problem-solver with excellent communication and interpersonal skills.To be successful as Financial Advisor at Vanguard, you should have a bachelor’s degree in finance, economics, or a related field and at least five years of relevant experience. Experience with financial planning software is highly desirable, and a valid FINRA Series 7 and Series 66 license is a must. We are looking for someone who is highly motivated, organized, and has the ability to manage multiple tasks and... prioritize deadlines. Above all, we are looking for someone who is passionate about helping clients reach their financial goals.

Responsibilities of a Financial Advisor at Vanguard include:

Developing and implementing personalized financial plans that meet clients’ goals.
Communicating effectively with clients to build productive, long-term relationships.
Utilizing financial planning software to create financial plans and strategies.
Analyzing financial data and providing accurate advice and guidance to clients.
Maintaining up-to-date knowledge of the latest financial regulations and trends.
Ensuring compliance with FINRA Series 7 and Series 66 license requirements.
Providing excellent customer service and responding to client inquiries in a timely manner.
Managing multiple projects and prioritizing deadlines.
Developing strategies to help clients achieve their financial goals.
Keeping detailed records of client interactions and financial plans.

Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics
Stockholm Sweden


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