Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor

Hackajob

Senior Wealth Advisor

Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients.

Join Vanguard as a Wealth Advisor

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 for remote opportunities available to candidates located in the Miami, Florida area! With competitive compensation, excellent benefits, and an inclusive culture, Vanguard offers the opportunity to build a rewarding career while making a meaningful difference in investors' lives.

As a Wealth Advisor within Vanguard's Personal Wealth division, you will develop tailored strategies that will help our ultra-high net worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.

Responsibilities

Wealth Advisors onboard clients and manage a book of business that can include high-profile, and influential individuals and families. By communicating Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving and spending strategies, Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investment methodology.

Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators.

As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.

Why you'll love working here:

  • Work-life harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our 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:

  • At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.
  • Performance bonus: We reward your hard work and dedication with opportunities for performance bonuses.
  • Partnership plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share the rewards.
  • Merit-based salary increases: Your achievements and contributions are recognized through merit-based salary increases.

Qualifications

  • CFP® designation required. Additional certifications such as the CFA, CTFA or CPA preferred.
  • This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE or ability to acquire once in the role. These will be determined by Compliance based on role-specific duties.
  • 7+ years of financial advice, financial planning, book of business management and relationship management.
  • Experience applying trust and estate planning knowledge to help preserve clients' wealth.
  • In-depth knowledge of financial planning, investment strategies, and industry regulations.
  • Excellent written and verbal communication skills, including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits.

Considerations

  • This role is designated as remote and must be performed within Florida. Employees are expected to maintain their primary work location within the Miami metropolitan area, with a preference for residing within a 50-mile radius of Miami, unless otherwise approved by Vanguard. Attendance at periodic in-person meetings, team events, training sessions, or other business-related travel may be required.
  • Occasional travel may be required to Vanguard sites for client meetings, or local and national professional conferences.

Are you ready to take the next step in your career? We look forward to reviewing your application and learning more about you!

Vanguard is not offering visa sponsorship for this position.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in United States vacancy
  •  ...Who we are PrairieView Wealth & Tax Advisors is a registered investment advisor with a tax practice built into the same firm. Clients get...  ...before applying. The opportunity We are hiring one Senior Wealth Advisor for our Cincinnati office at 7533 State Road... 
    Senior
    Full time
    Work at office

    PrairieView Wealth & Tax Advisors

    Cincinnati, OH
    2 days ago
  •  ...Modern Wealth Management is seeking accomplished Execut ive Wealth Advisors to expand our national footprint from Dallas. The role focuses on top 20% profitable/complex clients, with responsibility for overseeing top-tier relationships, and developing new business opportunities... 
    Senior

    Modern Wealth Management

    Dallas, TX
    17 hours ago
  • $83.2k - $178.8k

     ...A financial services institution located in Kansas City is looking for an experienced Wealth Planner. The role involves delivering financial planning services to high-value family clients, managing client interactions, and providing guidance to other planners. The ideal... 
    Senior

    UMB Bank

    Kansas City, MO
    5 days ago
  • 1919 Investment Counsel, LLC is seeking a skilled Client Advisor to manage and advance client relationships, develop tailored financial plans, and work with Portfolio Managers to implement investment strategies. The role emphasizes fiduciary ethics, confidentiality, and... 
    Senior

    1919 Investment Counsel, LLC

    Brooklyn, NY
    17 hours ago
  •  ...M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales... 
    Senior

    001 Manufacturers and Traders Trust Co

    Hauppauge, NY
    5 days ago
  •  ...Fidelity in Sugar Land, TX is seeking a Vice President, Wealth Planner, focusing on building meaningful relationships with clients through personalized financial strategies. This role requires significant experience in financial services and a proven track record in client... 
    Senior

    Fidelity Corp

    Sugar Land, TX
    5 days ago
  •  ...Alerus Financial is seeking a Wealth Advisor to enhance existing relationships and develop new business opportunities. You will serve as the trusted primary contact, delivering comprehensive financial advice with a team of specialists. Your focus will be on growing relationships... 
    Senior

    Alerus

    Tempe, AZ
    2 days ago
  •  ...BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors... 
    Senior

    EPC Eneric Petroleum Corp.

    Phoenix, AZ
    1 day ago
  • $166k - $227.5k

     ...Job Description Job Description Director, Senior Wealth Advisor Location: Jackson, WY (In-Office) Job Type: Full-time Exempt Salary: $166,000 - $227,500/YR  *Actual offer will be based on experience, location, education, and/or skills*   Applications... 
    Senior
    Full time
    Work at office
    Flexible hours

    First Western

    Jackson, WY
    21 days ago
  • $90k - $150k

     ...Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time,... 
    Senior
    Full time

    Ytswealth

    New York, NY
    5 days ago
  •  ...Citigroup Inc. in Washington, DC, seeks a Sr. Analyst for Wealth Relationship Management (Branch) to develop and deepen relationships with affluent clients, providing holistic financial planning and services. Expect high-touch engagement and cross-service collaboration... 
    Senior

    Citigroup Inc

    Washington DC
    3 days ago
  •  ...Oxford Financial Group, Ltd. is seeking a Managing Director & Senior Wealth Strategist to lead and refine estate and wealth planning for high-net-worth families. You will produce complex deliverables, review strategies, and serve as a technical resource for client meetings... 
    Senior

    Oxford Financial Group, Ltd.

    Florida, NY
    17 hours ago
  •  ...A national financial advisory firm is seeking a Lead Advisor in North Carolina. In this full-time role, you will act as a Personal CFO for clients, manage wealth management plans, and leverage resources to help clients meet their financial goals. Candidates must have... 
    Senior
    Full time
    Work at office

    Brighton Jones LLC

    Raleigh, NC
    5 days ago
  •  ...Summit Place Financial Advisors is seeking an Experienced Financial Advisor to join a close-knit team delivering holistic wealth management and family-office style guidance. You will nurture existing clients, bring in new business, and grow with a collaborative group that... 
    Senior
    Work at office

    CFA Institute

    Summit, NJ
    3 days ago
  •  ...Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships...  ...work with our advisory team and report to the President of Wealth Management in Pittsburgh, PA. This consultative sales role promotes... 
    Senior

    LE010 Manning & Napier Advisors, LLC

    New York, NY
    17 hours ago
  • A leading financial services provider is seeking a Senior Wealth Advisor for a remote position in Colorado. The advisor will engage with clients to achieve their financial goals and consolidate assets. Key responsibilities include cultivating relationships, managing customer... 
    Senior
    Remote work

    DEV INC

    United States
    4 days ago
  •  ...Corient Services LLC is seeking a motivated Wealth Planning Associate to support financial planning and client service delivery in a...  ...and analyses, and help coordinate client meetings under Wealth Advisors. The role emphasizes data gathering, accuracy, confidentiality... 
    Senior

    Corient Services LLC

    Broken Arrow, OK
    5 days ago
  •  ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those...  ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-... 
    Senior

    New Day Executive Search

    Tampa, FL
    5 days ago
  • $150k

     ...Experienced Financial Advisor - Bring and Grow Your Book Are you an established financial...  ...Cross Financial is seeking experienced wealth advisors with an established client base...  ...clients' needs Collaborate with other senior advisors and firm leadership Participate... 
    Senior
    Remote work

    Current USA

    United States
    2 days ago
  •  ...To support a growing practice, the full-time California Licensed Senior Wealth Advisor will serve as the lead advisor for mass affluent households, providing tailored financial advice and managing client relationships remotely while meeting clients in the Bay Area as needed... 
    Senior
    Full time
    Work experience placement
    Remote work

    Virtual Vocations Inc

    United States
    2 days ago
  •  ...Hawaii State Federal Credit Union seeks a Wealth Advisor to assist members with financial and estate planning, and wealth advisory needs. You will leverage your network and collaborate with HSFCU's Commercial, Business Development and Mortgage teams. Located at HSFCU... 
    Senior
    Base plus commission

    Hsfcu Online

    Honolulu, HI
    5 days ago
  •  ...BMO Financial Group is seeking a seasoned Wealth Planner to provide customized, comprehensive wealth planning for HNW and UHNW clients. You will work with private bankers and relationship managers to deliver integrated solutions spanning financial, tax, estate, and philanthropic... 
    Senior

    BMO U.S.

    Scottsdale, AZ
    16 hours ago
  •  ...Sequoia Financial Group in Akron, OH, is seeking a senior Tax Advisor to manage the full lifecycle of individual and trust tax returns and projections...  ...-facing advisory work for high-net-worth clients within our wealth-management team. We expect a CPA with 10+ years of tax... 
    Senior

    Sequoia Financial Group

    Brooklyn, NY
    5 days ago
  •  ...Senior Wealth Advisor The Senior Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management... 
    Senior

    MAI Capital Management, LLC

    Deerfield, IL
    2 days ago
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients... 
    Senior

    Beacon Pointe Advisors

    Fort Lauderdale, FL
    3 days ago
  • $125k

     ...We are seeking an experienced Senior Wealth Advisor to provide comprehensive wealth management advice and build long-term relationships with high-net-worth clients. This role partners closely with individuals and families to develop personalized financial strategies... 
    Senior

    Windward Recruiting

    Salt Lake City, UT
    1 day ago
  •  ...Position Type Regular Role Overview As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee‑based, non‑discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing... 
    Senior

    Charles Schwab

    New York, NY
    5 days ago
  •  ...Bank of America is seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships with clients and advisors, perform technical analyses, and develop comprehensive planning strategies to address trust, estate, wealth... 
    Senior

    Bank of America

    Portland, OR
    4 days ago
  • $153.7k - $256.1k

     ...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management... 
    Senior
    Temporary work
    Work experience placement

    Wilmington Trust

    Baltimore, MD
    4 days ago
  •  ...Title: Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with a highly respected, independent wealth management firm known for its sophisticated, white-glove approach to serving ultra-high-net-worth families. The firm has built its reputation... 
    Senior
    Relocation package

    Harrison Gray Search and Consulting LLC

    Los Angeles, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!