About this role

Vanguard is seeking a Senior Wealth Planning Consultant to advise ultra-high net worth clients on complex estate, income tax, and financial planning strategies. You will act as a trusted advisor, providing education and world-class client experience to ensure clients' assets benefit their chosen beneficiaries. This hybrid role involves guiding other team members and collaborating with financial advisors.

What we are looking for

6

Advise ultra-high net worth clients on estate, income tax, and wealth planning
Provide advanced financial planning analysis and create client deliverables
Guide and develop other wealth and estate planning professionals
Partner with financial advisors to support client needs
Serve as an internal and external subject matter expert on wealth planning topics
Analyze systems and processes to improve client experience and mitigate risk

Work authorization

No visa sponsorship is available.