Solid place to start, but not to stay. - Financial Advisor Vanguard Employee Review

3.0
Aug 16, 2024
Recommend
CEO approval
Business outlook

Pros

Friendly co-workers. Environment allows for advisors to be candid about career development and pursuing different roles within the company without fear of retribution. Challenging, yet rewarding aspect that comes with any advisory role. Solid benefits (health insurance, flex fund, 401(k) matching, PTO allocation).

Cons

Technology is so terrible that it constantly interferes with day-to-day tasks. Over-zealous roll-out of "modernized" advice platform with more flaws and technology issues than the previous platform. Technology issues preventing clients from performing simple tasks on the dashboard and have to jump through hoops to find workarounds. Advisor feedback is encouraged, but disappears into a black hole. Advisor managers are severe micromanagers with in-office attendance/time management, yet they are constantly leaving early/working from home. Severe micromanagement of "metrics" where management cares more about getting people into antiquated video chat room and enrolling into advisory service than the actual quality of advice we provide clients. Instead of hiring, management takes away existing career development time for advisors to take more calls, limiting the time/quality of client interactions. While team-model advisors have the benefit of work/life balance, senior advisors are often bogged down with tasks that require them to log in after hours to complete.

Explore other reviews about Vanguard

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”.

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