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Vanguard Dallas: hear from a financial advisor manager
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Vanguard has opened a new office in the Dallas-Fort Worth (DFW) area in Texas. In alignment with the firm’s commitment to making advice more accessible and affordable for investors, the new location will be dedicated to supporting all aspects of its growing advice businesses. Recently, we spoke with some of the crew members at the new site and had a chance to ask them questions about what they are most excited about. In this final installment of a three-part series, we hear from Javier H.
What makes Vanguard stand out in the financial services industry?
What makes Vanguard unique is its ownership structure, which removes the friction caused by competing elements in serving owners versus investors. At Vanguard, they are truly one and the same and this results in all decisions being grounded in doing the right thing for our clients. Vanguard’s client-first mission is embedded in our approach to investing, decision-making, and company culture. I have peace of mind knowing that the work I do every day is creating value ethically and with integrity for our clients.
What are you looking forward to most with Vanguard’s new footprint in Dallas?
I am looking forward to building a team of advisors from all walks of life who are dedicated to helping investors achieve their best financial futures. Texas has such a rich and diverse culture that is full of pride. I believe these elements will be a great addition to Vanguard. I’m also excited to hold team gatherings at BBQ and Tex-Mex joints, where we can connect outside of the workplace and enjoy local cuisine, too!
What skills and competencies make a financial advisor at Vanguard successful?
The best financial advisors that I have seen demonstrate a high degree of emotional intelligence with clients. They are able to build authentic connections and establish trust with clients quickly. As a financial advisor, trust is critical to uncovering sensitive financial situations in a client’s life that they may be hesitant to share. I would also say that great financial advisors are also great teachers; they effectively communicate complex financial subjects in a way that is easier for a client to understand.
How will Vanguard support a financial advisor’s career growth?
Financial advisors are encouraged to pursue the CFP® exam with Vanguard’s support if they do not already hold the certification. The CFP certification is one of the most widely recognized and respected certifications within the financial services industry. There are also many opportunities to learn, shadow, and receive mentorship from senior financial advisors to help advisors grow and develop within the craft.
More about Javier: After completing his undergraduate degree in Finance, Javier joined Vanguard through an accelerated leadership training program. Javier has been a leader in several business departments and is currently a manager in Vanguard’s Personal Advisor Services, leading a team of financial advisors. Javier holds the CFP certification and is passionate about coaching advisors to meet the wide range of client needs.
Are you interested in joining our team in Dallas, Texas? View our Advice opportunities today!
Please check out our first and second installments of this series to learn more about Financial Advisor opportunities and our new Dallas site from Luke and McKenna.
1Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard.
