Senior Wealth Advisor
VanguardCharlotte, North Carolina, United States • Dallas, Texas, United States • Pennsylvania, United States • Scottsdale, Arizona, United States
Posted May 1, 2026
Full Time
About the Company
Vanguard is a mission-driven company that prioritizes long-term financial wellbeing of clients and leads through product and services that transform lives.
Job Description
Vanguard is seeking a Senior Wealth Advisor with a CFP designation to join their teams in North Carolina, Pennsylvania, Arizona & Texas. The role involves developing tailored strategies for Ultra High Net Worth clients and providing financial planning solutions using Vanguard products. The ideal candidate will have 7+ years of financial advice experience and excellent communication skills.
Requirements
- CFP designation
- Series 7, 63 or 66 regulatory license and/or registration
- SIE or ability to acquire
- 7+ years of financial advice experience
- Experience applying trust and estate planning knowledge
- In-depth knowledge of financial planning, investment strategies, and industry regulations
Benefits
- Performance Bonus
- Partnership Plan
- Merit-Based Salary Increases