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Vanguard is seeking a Wealth Planning Consultant, Specialist to assist ultra-high net worth clients with advanced estate planning, income tax, and financial planning. The role requires a strong background in financial services, client consultations, and project management, with a preference for candidates holding advanced degrees and certifications. This hybrid position offers a collaborative work environment focused on long-term client outcomes.
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Job Summary
You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
This role will be within the Advice and Wealth Management division assisting our ultra-high-net-worth clients with planning and strategy in the areas of income tax, advanced estate planning, and financial planning.
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Matching Summary
Match Score: 75
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Vanguard is seeking a Wealth Planning Consultant, Specialist to assist ultra-high net worth clients with advanced estate planning, income tax, and financial planning. The role requires a strong background in financial services, client consultations, and project management, with a preference for candidates holding advanced degrees and certifications. This hybrid position offers a collaborative work environment focused on long-term client outcomes.
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Skills & Requirements
Must-have
Advanced estate planning analysis
Income tax planning analysis
Financial planning analysis
Client experience
Subject matter expert
Nice-to-have
World-class client experience
Trusted advisor
Collaborative culture
Demonstrated ability to work independently
Key Requirements
Undergraduate degree required
Minimum of five years related work experience
Two years of project management experience preferred
CFP, CPA, and/or active Law License preferred
Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience preferred