Senior Wealth Advisor

Vanguard UK

North Carolina, USA
Hybrid
Client portfolio management
Investment advice
Financial planning solutions
As a Wealth Advisor, you will develop tailored strategies for Ultra High Net Worth clients

Job Summary

  • As a Wealth Advisor, you will develop tailored strategies for Ultra High Net Worth clients.
  • Vanguard promotes a culture of inclusivity and support for all employees.
  • We offer competitive compensation and a comprehensive benefits package.

Matching Summary

As a Wealth Advisor, you will develop tailored strategies for Ultra High Net Worth clients.

Skills & Requirements

Must-have

  • Client portfolio management
  • Investment advice
  • Financial planning solutions

Nice-to-have

  • Collaborative team environment
  • Continuous professional development
  • Strong executive presence

Key Requirements

  • CFP® designation required
  • 7+ years of financial advice experience
  • Series 7, 63 or 66 regulatory license

Work Rights

Not specified

Tailored Resume

Cover Letter