• Wealth Planning Consultant

    Vanguard (Scottsdale, AZ)


    As a Wealth Planning Consultant, you’ll be part of a team advising our Personal Advisor Wealth Management (PAWM) ultra-high net worth clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial planning analysis. You will provide trusted advice, education and a world class client experience and play 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.

    Responsibilities:

    + Analyzes Vanguard's largest and most complex clients' current financial conditions and provides financial and income tax planning recommendations.

    + Assists in development, evolution and improvement of the financial planning methodology for Vanguard's advice offer.

    + Serves as an internal and external subject matter expert. Contributes to thought leadership initiatives and Vanguard's external publications.

    + Maintains an in-depth understanding of compliance, regulatory, and departmental policies and procedures, as well as the competitive landscape and market trends.

    + Trains and develops junior crew members and financial advisors. Participates in the hiring process.

    + Participates in special projects and performs other duties as assigned.

    Qualifications:

    + Min. seven years of progressive wealth planning experience with ultra high-net-worth clients required.

    + Undergraduate degree in finance-related discipline required. Master’s in taxation, JD, or CPA preferred.

    + CFP preferred.

     

    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.