How do you recommend candidates prepare for an interview at Vanguard and for the Financial Advisor role?
CFP designated experienced advisors can best prepare by asking themselves what their top three must haves are in a new organization and job opportunity. Similar to buying a house, you are essentially prioritizing your non-negotiable requirements. Examples can be anything from company culture, work-life balance, growth opportunities, mission alignment, believing in our advice offering and client focus and more. Being able to share this with your recruiter will allow them to ensure that not only do you have what we are looking for in a candidate, but that Vanguard has what you are looking for as well. Our hope is that Vanguard is a place you can call home through retirement.
The primary means of communication with our clients in PAS is over the phone, so building a relationship with the interview team will help us to understand how that rapport would translate to our clients.
Responding to our behavioral based interview questions with how you would generally handle a situation or task is great but follow up by using real life examples. This is critical to show your resourcefulness, strategic thinking, and prioritization. My biggest bit of advice would be to have a couple specific questions prepared in advance, even if it is asking the interviewer about themselves or asking if there is anything you can clarify about your candidacy.