Senior Wealth Planner — UHNW Estate & Tax Strategy (Remote)
Vanguard
Scottsdale, AZ
- Remote job
Vanguard is seeking a Wealth Planning Consultant, Senior Specialist to provide tailored wealth planning consultations for our ultra-high net worth clients. This role is integral to advising clients through complex investment journeys and offering advanced estate planning, income tax, and financial planning analysis. The position enables remote work for those over 40 miles from key offices in NC, TX, PA, or AZ, with hybrid options available for those closer. Candidates should have at least eight years of relevant experience, including strong educational backgrounds, preferably with advanced degrees or certifications. #J-18808-Ljbffr Vanguard
Vacancy posted 2 days ago
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