Senior Wealth Advisor

Vanguard

North Carolina, US
Competitive salary; performance bonuses available;...
Hybrid
Certified financial planner cfp designation required
Series 7 63 or 66 regulatory license
7+ years of financial advice experience
Vanguard is seeking a Certified Financial Planner to develop tailored strategies for Ultra High Net Worth clients with portfolios ranging from $5M to $15M

Job Summary

  • Vanguard is seeking a Certified Financial Planner to develop tailored strategies for Ultra High Net Worth clients with portfolios ranging from $5M to $15M.
  • The role involves managing a book of business that includes high-profile individuals and families while providing investment advice, tax strategies, and legacy planning.
  • Employees benefit from work-life harmony, merit-based salary increases, and an annual Partnership Plan tied to collective company performance and client outcomes.

Matching Summary

Vanguard is seeking a Certified Financial Planner to develop tailored strategies for Ultra High Net Worth clients with portfolios ranging from $5M to $15M.

Salary

Competitive salary; Performance bonuses available; Partnership Plan cash award tied to company performance

Skills & Requirements

Must-have

  • Certified Financial Planner CFP designation required
  • Series 7 63 or 66 regulatory license
  • 7+ years of financial advice experience
  • Trust and estate planning knowledge application
  • Portfolio management for $5-15M assets

Nice-to-have

  • CFA CTFA or CPA certifications preferred
  • Strong executive presence in client interactions
  • Collaborative team environment participation
  • Continuous professional development mindset
  • Experience with corporate trust services

Key Requirements

  • CFP® designation required
  • Series 7, 63, or 66 license
  • 7+ years experience in financial advice
  • Trust and estate planning expertise
  • SIE certification or ability to acquire

Work Rights

Not specified

Tailored Resume

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