UHNW Family Wealth & Legacy Advisor
Vanguard
Vanguard seeks a Family Legacy Specialist to collaborate with Wealth Management and cross‑functional teams serving UHNW clients with multi‑million portfolios. You will lead conversations on wealth purpose, prepare educational content, and coach family members for future roles within the family wealth system. Responsibilities include facilitating client discussions in person or virtually, developing family legacy programs, and delivering workshops. #J-18808-Ljbffr Vanguard
Vacancy posted 2 days ago
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