Senior Wealth Advisor

Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients. Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive with competitive compensation, outstanding benefits, and a culture of inclusivity and support. Elevate your career and make a lasting impact with a leader in the financial industry! Responsibilities Onboard clients and manage a book of business that may include high-profile, influential individuals and families. Communicate Vanguard’s investment philosophy and make recommendations that consider client suitability, risk tolerance, and appropriate saving/spending strategies. Provide financial planning solutions using time-tested research and investment methodology to give clients the best chance for investment success. Collaborate with internal resources to serve client needs related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. Manage trusts as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators. Promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, while coaching and supporting peers. Why You’ll Love Working Here Work-Life Harmony: Enjoy a balance between professional and personal life while making a meaningful impact on clients’ financial well‑being. Professional Growth: Benefit from a workplace that prioritizes your professional development. Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits Competitive salary with a comprehensive benefits package designed to support financial, health, and overall well‑being. Performance bonus opportunities. Partnership Plan: An annual cash award tied to company performance and client outcomes. Merit-based salary increases. To learn more about our benefits, visit: Qualifications CFP® designation required; additional certifications such as CFA, CTFA, or CPA preferred. Series 7, 63, or 66 regulatory license and/or registration (e.g., FINRA, state, SFC) and the SIE or ability to acquire it once in the role. 7+ years of experience in financial advice, financial planning, book of business management, and relationship management. Experience applying trust and estate planning knowledge to help preserve client wealth. In-depth knowledge of financial planning, investment strategies, and industry regulations. Excellent written and verbal communication skills; strong executive presence when interacting with clients and representing Vanguard. Considerations Occasional travel may be required to Vanguard clients, sites, or professional conferences. Relocation available to qualified candidates. Hybrid working model: office Tuesday-Thursday and remote Monday & Friday. Sponsorship Vanguard is not offering visa sponsorship for this position. #J-18808-Ljbffr