Wealth Planning Consultant
| Company | Vanguard |
|---|---|
| Location | Newtown Square, PA, USA, Charlotte, NC, USA, Scottsdale, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Min. seven years of progressive wealth planning experience with ultra high-net-worth clients required.
- Undergraduate degree in finance-related discipline required.
- Master’s in taxation, JD, or CPA preferred.
- CFP preferred.
Responsibilities
- Analyzes Vanguard’s largest and most complex clients’ current financial conditions and provides financial and income tax planning recommendations.
- Assists in development, evolution and improvement of the financial planning methodology for Vanguard’s advice offer.
- Serves as an internal and external subject matter expert. Contributes to thought leadership initiatives and Vanguard’s external publications.
- Maintains an in-depth understanding of compliance, regulatory, and departmental policies and procedures, as well as the competitive landscape and market trends.
- Trains and develops junior crew members and financial advisors. Participates in the hiring process.
- Participates in special projects and performs other duties as assigned.
Preferred Qualifications
- Master’s in taxation, JD, or CPA preferred.
- CFP preferred.