Increasingly Metrics Driven and Administrative - Financial Advisor Vanguard Employee Review

3.0
Sep 6, 2019
Recommend
CEO approval
Business Outlook

Pros

Great benefits and wonderful coworkers.

Cons

As an advisor, you’ll be encouraged to get your CFP only to find it’s very hard to move up to the next position, and even if you do, much of your day will be spent on mundane administrative tasks. Even worse, there is an increasing emphasis on metrics. They watch every little keystroke and are constantly adding tasks. It’s sink or swim, where swimming feels like doing the butterfly across the Atlantic. Plus the pay is low.

Explore other reviews about Vanguard

5.0
Mar 9, 2026
Recommend
CEO approval
Business Outlook

Pros

Vanguard covered housing for the summer for almost completely free and the people you work with will actively try to develop you.

Cons

The work you do (and therefore your overall experience) can be highly team dependent and team assignment seems to be random

3.0
Jun 3, 2026
Recommend
CEO approval
Business Outlook

Pros

Awesome coworkers for young professionals. Paid licensing for a few months.

Cons

Micromanagement is out of control. Incompetent team leaders who are obsessed with power and metrics. Back to back calls, limited support, and nearly impossible effective communication between departments. Zero time to cultivate culture because you are taking calls every second of the day except for 30min/1hr lunch and two 15 minute breaks. You’re locked into your role for over a year (apprenticeship for around 60 days, then a year after promotion to associate) and your team leaders will not approve internal applications unless you are “eligible”.

4
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