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Senior Wealth Planning Consultant UHNW Estate & Tax (Remote)

Vanguard

Charlotte, NC
  • Remote job

Vanguard is seeking a Wealth Planning Consultant, Senior Specialist, to join their Advice and Wealth Management division in Charlotte, NC. This position advises ultra-high-net-worth clients on income tax, advanced estate planning, and financial planning strategies. The ideal candidate will possess a strong background in client advisory, a minimum of eight years of relevant experience, and an undergraduate degree. A hybrid work model is available, making this an attractive opportunity for experienced professionals seeking flexibility. #J-18808-Ljbffr Vanguard

Vacancy posted 2 days ago
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