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Vanguard

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Vanguard

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Vanguard Financial Advisor Reviews

Updated Mar 13, 2023

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Found 143 of over 5K reviews
3.7
62% Recommend to a Friend
Vanguard CEO Tim Buckley
76% Approve of CEO

Found 143 of over 5K reviews

3.7
62%
Recommend to a Friend
76%
Approve of CEO
Vanguard CEO Tim Buckley
Tim Buckley
71 Ratings

Ratings by Demographics

This rating reflects the overall rating of Vanguard and is not affected by filters.

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  1. 5.0
    Former Employee

    Great company to start & end at

    Feb 13, 2023 - Financial Advisor Manager in Scottsdale, AZ
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great management teams and culture. Overall you learn a lot to grow. Great benefits and work/life balance

    Cons

    Management does get ahead of themselves and try to change too much all the time. It’s necessary but often not we’ll thought out

    Be the first to find this review helpful
  2. 2.0
    Current Employee

    Job stinks

    Mar 6, 2023 - Advisor Support Representative 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Good benefits but pay stinks

    Cons

    Literally just a call center. Constantly understaffed. Asked to be on the phone lines for about ten different departments. Metrics all closely tracked. They control your time down to the minute. literally the minute, I now know it takes about four and half minutes to use the bathroom and grab a water. I hate waking up and coming to work everyday.

    1 person found this review helpful
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  4. 3.0
    Current Employee, more than 1 year

    Be Careful

    Mar 6, 2023 - Financial Advisor in Malvern, PA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great benefits and stable employment.

    Cons

    Management by numbers that are don't necessarily make sense for the client. Highly focused on metrics for promotions without any concern for the qualitative relationship and communication skills necessary to retain and provide the best client experience.

    Continue reading
    Be the first to find this review helpful
  5. 4.0
    Current Employee

    Collaborative work environment

    Mar 13, 2023 - Financial Advisor 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    We already have the clients so no need to prospect

    Cons

    Low pay, little control over schedule

    Continue reading
    Be the first to find this review helpful
  6. 4.0
    Former Employee, more than 3 years

    Post Employment Review

    Feb 15, 2023 - Mass Affluent Financial Advisor in Scottsdale, AZ
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Was at Vanguard for a few years. Really good work life balance (hardly ever worked more than 37-.5 hours). Incredible benefits that are hard to find anywhere else.

    Cons

    Average pay. Not terrible but not great. Slow growth in salary over the years. Hard to progress in corporate ladder

    Be the first to find this review helpful
  7. 4.0
    Current Employee, more than 1 year

    Wonderful company

    Feb 22, 2023 - Senior Associate - Financial Advisor Services in Malvern, PA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great positive working environment. Culture is welcoming.

    Cons

    Compensation could be better. Pay increases should be higher

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  8. 4.0
    Former Employee

    Solid company

    Feb 17, 2023 - Financial Advisor in Scottsdale, AZ
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Company cares about what they do, genuinely expect you to do the right thing

    Cons

    Company can be slow/cautious to implement large changes

    Be the first to find this review helpful
  9. 2.0
    Current Employee

    A lot of room for improvement

    Feb 10, 2023 - Financial Advisor 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    The company has a great reputation. A lot of room for growth and improvement. Good benefits.

    Cons

    The technology, systems, and operations. Vesting. Work from home policy.

    1 person found this review helpful
  10. 3.0
    Current Employee, more than 1 year

    Be prepared to struggle

    Feb 6, 2023 - Senior Financial Advisor in Plano, TX
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Pay and benefits are generous

    Cons

    Inefficiency of systems and processes

    Continue reading
    Be the first to find this review helpful
  11. 5.0
    Former Employee

    Great place to grow and learn. Financial planning for the masses

    Dec 8, 2022 - Financial Advisor 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great benefits, friendly environment, career growth opportunities, support for advanced designations. Ethical offerings for clients

    Cons

    In order to keep costs low, the technology/user interface for tools/resources is really behind the industry. For financial advisors you may feel like you're constantly running from one meeting to the next. High volume of calls, emails, rebalancing tasks.

    Continue reading
    2 people found this review helpful
Viewing 1 - 10 of 143 Reviews
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Vanguard Reviews FAQs

Financial Advisor professionals working at Vanguard have rated their employer with 3.7 out of 5 stars in 143 Glassdoor reviews. This is an average score with the overall rating of Vanguard employees being 3.7 out of 5 stars. Search open Financial Advisor Jobs at Vanguard now and start preparing for your job interview by browsing frequently asked Financial Advisor interview questions at Vanguard.

Financial Advisor professionals rate their compensation and benefits at Vanguard with 3.5 out of 5 stars based on 143 anonymously submitted employee reviews. This is 2.9% better than the company average rating for salary and benefits. Find out more about Financial Advisor salaries and benefits at Vanguard.

62% of Financial Advisor employees at Vanguard would recommend their employer to a friend. This rating has increased by 17% in the past 12 months. Financial Advisor professionals have also rated Vanguard with a 4 rating for work-life-balance, 4.1 rating for diversity and inclusion, 3.9 rating for culture and values and 3.7 rating for career opportunities.

Vanguard locations which are top rated by Financial Advisor employees are Malvern and Scottsdale. Charlotte is the lowest rated Vanguard location by Financial Advisor employees.

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Vanguard is proud to announce the first winner of the DIME (Diversity Investment Management Engagement) Vanguard Scholarship, Anaya Joshi, who will be attending the University of Cincinnati. “I am very humbled and honored to be a recipient of the Vanguard Scholarship Award. With this funding, I will study marketing and finance at the University of Cincinnati. Thank you DIME and Vanguard for giving me this incredible opportunity!” Vanguard crew attended the inaugural DIME PROGRAM Awards in New York, celebrating 11 students who have completed four DIME semesters across their junior and senior years in high school. The DIME program is dedicated to helping the investment industry build a future pipeline of talented minority investment professionals. #InclusionatVanguard #LifeatVanguard
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