As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
This role will be within the Advice and Wealth Management division assisting our ultra-high-net-worth clients with planning and strategy in the areas of income tax, advanced estate planning, and financial planning.
Responsibilities
Provide income tax, estate planning, and/or wealth planning consultations to the largest Vanguard advised clients.
Review client's information and relevant documentation, research client issues, perform analysis to provide suggested solutions, and create client deliverables.
Guide and develop other wealth and estate planning crew within advice offer to help them grow to the next level.
Partner with financial advisors as they support clients in these subject areas and follow Vanguard's investment methodology.
Align with wealth and estate planning crew who provide consultations to Vanguard's clients in other divisions to ensure services in all offers are similar in philosophy and design.
Serve as an internal and external subject matter expert on wealth planning topics. Contribute to thought leadership initiatives and Vanguard's external publications.
Analyze internal systems and processes to identify opportunities to improve the client experience and mitigate risk.
Maintain strong knowledge of compliance, regulatory, and departmental policies and procedures, as well as general market trends.
Support department and team initiatives.
Participate in special projects and perform other duties as assigned.
Qualifications
Undergraduate degree required. Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience required.
Minimum of eight years related work experience in a related field and four years of project management experience preferred.
Experience in financial services encouraged.
CFP, CPA, and/or active Law License preferred, as well as other designations.
Other Considerations
Candidates must be able to commute to Scottsdale, AZ office, Charlotte, NC, or Malvern, PA offices for a hybrid three-day in office work schedule. If located in an office other than Scottsdale, AZ, the candidate must be willing to support the AZ time zone. Relocation assistance may be available for the right candidate.
Travel will be required to Vanguard offices for training, offsites, or client meetings in other locations. Travel for these purposes is anticipated to be 20%-40%. If located in an office other than Scottsdale, AZ, the candidate may need to travel more frequently to visit the AZ office regularly.
Experience working remotely with demonstration of the ability to work independently while being a contributing member of a team is preferred as the schedule will be hybrid with two days remote.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Skills Required
- Undergraduate degree required.
- Graduate degree (JD, MBA, Master of Tax) or equivalent combination required.
- Minimum eight years related work experience required.
- Four years of project management experience preferred.
- CFP, CPA, and/or active Law License preferred.
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
