Ultra High Net Worth Client Case Representative, Senior Associate

Vanguard

Base: $70,000-$78,000; bonus/equity: up to $12,500...
Hybrid
Uhnw client service experience
Consultative sales model application
Portfolio allocation discussion skills
This role serves as the primary point of contact for Ultra High Net Worth clients to resolve complex issues and provide investment guidance

Job Summary

  • This role serves as the primary point of contact for Ultra High Net Worth clients to resolve complex issues and provide investment guidance.
  • Vanguard offers fully paid training and coaching to help employees obtain required regulatory licenses such as Series 66.
  • The position includes a competitive benefits package featuring onsite health clinics, fitness centers, and up to 10% employer retirement contributions.

Matching Summary

This role serves as the primary point of contact for Ultra High Net Worth clients to resolve complex issues and provide investment guidance.

Salary

Base: $70,000-$78,000; Bonus/Equity: Up to $12,500 plus $20,000 licensing bonus if active licenses brought in; Benefits: 4% match + 10% contribution, PTO, FlexFund stipend

Skills & Requirements

Must-have

  • UHNW client service experience
  • Consultative sales model application
  • Portfolio allocation discussion skills

Nice-to-have

  • Proactive solution offering capability
  • Cross-team collaboration mindset
  • Continuous service improvement focus

Key Requirements

  • Minimum three years Financial Services experience
  • Active SIE and FINRA Series 7 license
  • Series 66 license or ability to obtain within 90 days
  • Undergraduate degree or equivalent combination
  • No visa sponsorship available

Work Rights

Not specified

Tailored Resume

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