Wealth Planning Consultant, Specialist

As a Wealth Planning Consultant, 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 Workplace Wealth Management offer assisting clients of one of our largest institutional clients providing education, guidance, and analysis in the areas of income tax, advanced estate planning, and financial planning.

Core Responsibilities

1. Provide income tax, estate planning, and/or wealth planning consultations to Workplace Wealth Management advised clients.

2. Review client's information and relevant documentation, research client issues, perform analysis to provide suggested solutions, and create client deliverables. 

3. Support wealth and estate planning crew who provide consultations to Vanguard's largest net worth clients within the Workplace Wealth Management offer.

4. Partner with financial advisors as they support clients in these subject areas and follow Vanguard's investment methodology.

5. Serve as an internal and external subject matter expert on wealth planning topics. Assist in developing financial planning methodology for Vanguard's offer in Workplace Wealth Management.

6. Analyze internal systems and processes to identify opportunities to improve the client experience and mitigate risk.

7. Maintain strong knowledge of compliance, regulatory, and departmental policies and procedures, as well as general market trends.

8. Support department and team initiatives.

9. 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 preferred.
• Minimum of five years related work experience in a related field and two years of project management experience preferred.
• Experience in financial services encouraged.
• CFP, CPA, and/or active Law License preferred.

Other Considerations

• Mountain or Pacific time zone candidates, or candidates in other time zones that are willing to work those hours, are preferred due to the location of the entity served in this offer.
• Travel will be required to Vanguard offices for training, offsites, or other meetings in other locations. Travel for these purposes is anticipated to be 20%. Current Vanguard offices are in Malvern, PA, Scottsdale, AZ, Charlotte, NC, and Dallas, TX.
• Experience working remotely with demonstration of the ability to work independently while being a contributing member of a team is preferred.

Special Factors

Sponsorship

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.