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As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm’s more sophisticated and affluent clients. These clients typically hold advised assets ran…
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Fort Worth, Texas, United States · On-site
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Fort Worth, Texas, United States · On-site
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Fort Worth, Texas, United States · On-site
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Fort Worth, Texas, United States · On-site
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Chicago, Illinois, United States · Remote OK
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Fort Worth, Texas, United States · On-site
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Fort Worth, Texas, United States · On-site
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Fort Worth, Texas, United States · Hybrid
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Fort Worth, Texas, United States · On-site
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Fort Worth, Texas, United States · On-site
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Fort Worth, Texas, United States · On-site
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Fort Worth, Texas, United States · On-site
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Fort Worth, Texas, United States · On-site
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Fort Worth, Texas, United States · On-site
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Skills: Flight Command, Aircraft Systems Knowledge, Crew Leadership, Flight Planning, TSA Security Coordination
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The Manager will lead a team of financial advisors, overseeing client engagement strategies and ensuring tailored financial solutions for high-net-worth clients. They will also drive business growth, manage a shared book of business, and support advisors in resolving client planning issues.
Candidates should have at least five years of related work experience in financial services, with supervisory experience preferred. An undergraduate degree is required, and a graduate degree and CFP certification are preferred.
In this leadership role, you will:
Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service.
Oversee client engagement strategies, ensuring that each advisor delivers tailored financial solutions aligned with the unique goals and legacy aspirations of high-net-worth individuals and families.
Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
Drive business growth by identifying opportunities to deepen client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights.
Ensure regulatory compliance and uphold Vanguard’s fiduciary standards in all client interactions and advisory practices.
This role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs.
Qualifications
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed. Community guidelines: vgi.vg/sgl1
Offices: 100 Vanguard Blvd, Valley Forge, PA 19482, US · 14321 N. Northsight Boulevard, Scottsdale, AZ 85260, US · Two North Falls Plaza, Charlotte, North Carolina 28217, US · 100 Vanguard Blvd, Malvern, PA 19355, US · 7900 Windrose Ave, Suite South Floor 10, Plano, Texas 75024, US
