Senior Concierge Financial Advisor - Personal Wealth & Planning
Vanguard
Vanguard is seeking a hybrid-approach Situational Advisor to work with Enterprise Clients, delivering personalized financial guidance and portfolio planning. You will engage participants via phone and video, building trust and guiding them through key financial moments with tailored plans. The role emphasizes client-centric service, expert knowledge of wealth management, and collaboration with Workplace Solutions teams to deliver exceptional concierge experiences while maintaining licenses and #J-18808-Ljbffr Vanguard
Vacancy posted 1 day ago
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