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:
Qualifications:
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.
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