Wealth Advisor at Vanguard, Boise, Idaho

Company Overview: Vanguard is a renowned leader in the banking and finance industry, dedicated to empowering clients to reach their financial goals through innovative investment strategies and personalized financial advice. With a commitment to integrity and excellence, Vanguard has a long-standing reputation for delivering exceptional service and superior financial solutions to individuals and institutions worldwide. Key Responsibilities for Wealth Advisor: - Develop and maintain relationships with high-net-worth clients to understand their financial objectives and provide tailored investment advice. - Analyze clients' financial situations, risk tolerance, and investment preferences to create comprehensive wealth management plans. - Recommend appropriate investment products and strategies to help clients achieve their financial goals while adhering to regulatory guidelines. - Monitor and review clients' investment portfolios regularly to ensure alignment with their objectives and market conditions. - Stay informed about market trends, economic developments, and regulatory changes to provide up-to-date guidance to clients. - Collaborate with internal teams, such as portfolio managers and financial planners, to deliver holistic financial solutions to clients. Required Qualifications: - Bachelor's degree in Finance, Economics, Business Administration, or related field. - FINRA Series 7 and Series 66 licenses. - Minimum of 3 years of experience in wealth management, financial planning, or related field. - Proven track record of building and managing client relationships in the financial services industry. - Strong understanding of investment products, asset allocation, and financial markets. - Excellent communication skills and ability to explain complex financial concepts clearly to clients. Desired Skills: - CFP (Certified Financial Planner) designation. - MBA or advanced degree in a relevant field. - Experience working with high-net-worth individuals and families. - Proficiency in financial planning software and tools. - Strong analytical and problem-solving skills. Compensation & Benefits: The annual salary range for the Wealth Advisor position at Vanguard in Boise, Idaho is $80,000 to $120,000, commensurate with experience and qualifications. In addition to competitive compensation, Vanguard offers a comprehensive benefits package, including health insurance, retirement plans, paid time off, professional development opportunities, and employee discounts on financial services. How to Apply: To apply for the Wealth Advisor position at Vanguard in Boise, Idaho, please visit our careers page on the Vanguard website and submit your resume along with a cover letter highlighting your relevant experience and qualifications. We look forward to reviewing your application and potentially welcoming you to our dynamic team of financial professionals.