Note: The job is a remote job and is open to candidates in USA. Vanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a Wealth Planning Consultant, Senior Specialist to advise ultra-high net worth clients on complex investment journeys, providing advanced estate planning, income tax, and financial planning analysis.
Responsibilities
- Provide estate planning, income tax, 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 a 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
Skills
- 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
- Active Law License, CFP, or CPA preferred, as well as other designations
- 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 fully remote or hybrid with two days remote
Benefits
- Remote is available for candidates residing farther than 40 miles from our Charlotte, NC, Dallas, TX, Malvern, PA, or Scottsdale, AZ offices.
- Those residing within 40 miles of these office locations will follow a hybrid three-day in office work schedule.
- Travel will be required to Vanguard offices for training, offsites, or client meetings in other locations.
- 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 fully remote or hybrid with two days remote.
Company Overview