Wealth Planning Consultant, Senior Specialist
VanguardScottsdale, Arizona, United States • Charlotte, North Carolina, United States • Pennsylvania, United States
Posted May 26, 2026
Full Time
About the Company
Vanguard is a mission-driven company that works for the long-term financial wellbeing of its clients.
Job Description
As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team advising ultra-high net worth clients on estate planning, income tax, and financial planning.
Requirements
- Provide income tax, estate planning, and/or wealth planning consultations to ultra-high net worth clients
- Guide and develop other wealth and estate planning crew members
- Partner with financial advisors to support clients in subject areas
- Maintain knowledge of compliance, regulatory, and departmental policies
- Support department and team initiatives
- Participate in special projects and perform other duties as assigned
Benefits
- Retirement Plan
- Relocation Assistance