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Strategic UHNW Wealth Planner & Advisor

The Vanguard Group

The Vanguard Group is seeking a Wealth Planning Consultant, Specialist to join their Advice and Wealth Management division in Scottsdale, AZ. This role focuses on advising ultra-high net worth clients on advanced estate and tax planning matters. The ideal candidate will possess strong analytical skills, a relevant educational background, and experience in financial services. Responsibilities include providing consultations, collaborating with financial advisors, and supporting team initiatives. Relocation assistance may be offered, and a hybrid work schedule allows for flexibility. #J-18808-Ljbffr The Vanguard Group

Vacancy posted 2 days ago
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