Vanguard

Senior Financial Planning Strategist

Vanguard

full-time

Posted on:

Location Type: Hybrid

Location: Malvern • Arizona • North Carolina • United States

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Job Level

Senior

About the role

  • Serve as an internal authority on various financial planning topics and strategies
  • Partner with team leaders to define a strategic roadmap for financial planning content and capabilities
  • Develop concise, high-impact thought leadership content—including research briefs, presentations, and planning insights—for advisors, clients, and internal stakeholders
  • Collaborate with Vanguard’s Investment Strategy Group and other internal stakeholders to shape the firm’s perspective on key financial planning topics and integrate insights into our advice framework
  • Design and deliver targeted training programs with Learning & Development to enhance advisor proficiency in financial planning concepts and strategies
  • Represent the department in internal and external forums, client webinars, and speaking engagements; provide case consultation on complex client financial planning scenarios
  • Provide case consultations to internal advisors and team members on complex financial planning scenarios
  • Coach and develop investment analysts on the team, elevating standards for analytical depth, writing quality, and executive communication
  • Lead or support special projects aligned with the team’s strategic goals

Requirements

  • Eight years of experience in the Financial Services industry or client services preferred
  • Undergraduate degree or equivalent combination of training and experience
  • Graduate degree preferred
  • CFP or progress towards required; additional designation in financial planning preferred
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)
Benefits
  • hybrid working model for enhanced flexibility
  • professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningthought leadership content developmentcase consultationtraining program designanalytical depthwriting qualityexecutive communication
Soft Skills
collaborationcoachingstrategic thinkingpresentation skillscommunication
Certifications
CFPFINRAstate regulatory licenseSFC