Wealth Planning Consultant Job at Vanguard, Charlotte, NC

cXl3NDBCcDRkTnVodDdYK1NPd1BtTDBwNHc9PQ==
  • Vanguard
  • Charlotte, NC

Job Description

Job Description

Provides wealth planning consultatations and support to Vanguard's largest and most complex clients and financial advisors.

As a Wealth Planning Consultant, you’ll be part of a team advising our Personal Advisor Wealth Management (PAWM) ultra-high net worth clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial planning analysis. You will provide trusted advice, education and a world class client experience and play an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.

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.


Qualifications:

  • 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.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Job Tags

Gangs,

Similar Jobs

Reading International

Associate General Counsel - Real Estate and Finance Job at Reading International

 ...Position Summary: Reading International, Inc. is seeking an experienced Associate General Counsel Real Estate and Finance to report directly to its General Counsel...  ...estate finance transactions and property development and other real property-related agreements... 

Portico Recruitment - Interior Design Jobs

Midweight Interior Designer Job at Portico Recruitment - Interior Design Jobs

 ...Midweight Interior Designer (Hospitality Focus) Key Biscayne, Miami Position Overview We are seeking a talented and motivated...  ...sponsorship. Preferred Attributes Experience working on international hotel brands and luxury hospitality projects.... 

Dongguan Haiji Zhiyuan Human Resources Service Co., Ltd.

International Relations Consultant(part-time/remote) Job at Dongguan Haiji Zhiyuan Human Resources Service Co., Ltd.

 ...background in international relations, political science, economics, or a related field;...  ...disability status. Our company, a renowned HR firm based in Guangdong Province, China, with...  ...recruit several International Relations Consultants to join our dynamic and diverse team.... 

Interim HealthCare of Bellevue

Caregiver| Home Care Aide Job at Interim HealthCare of Bellevue

 ...1966, Interim HealthCare has been providing care that allows people to remain in their own homes. Interim HealthCare of Bellevue is looking for dynamic and flexible caregivers to work with clients in various locations across King County. We offer part-time, full-time... 

Ultimate Staffing

Event Coordinator Job at Ultimate Staffing

Position Overview Ultimate Staffing Services is currently seeking a dedicated and organized Event Coordinator to join their client's team in Napa, California. This role requires a dynamic individual who is passionate about event planning and marketing. The Event Coordinator...