Remote Senior Wealth Planning Consultant

Vanguard; Charlotte (NC); Hybrid; USD 150,000 - 190,000; Full time

Job summary

Vanguard's Wealth Planning Consultant, Senior Specialist in Charlotte, NC, provides advanced estate planning, tax and financial analysis to ultra-high net worth clients.

As part of the Advice and Wealth Management division, you mentor colleagues, collaborate with financial advisors, and deliver world-class client experiences. This role emphasizes compliance, risk management, and thought leadership while supporting hybrid work arrangements.

Qualifications

• Eight years related work experience in wealth planning or related field.
• Active Law License, CFP, or CPA preferred.

Responsibilities

• Provide estate planning, income tax, and wealth planning consultations to Vanguard's largest advised clients.
• Review clients' information, research issues, perform analysis, and create client deliverables.
• Guide and develop other wealth and estate planning crew within advice offer.
• Partner with financial advisors and align with other divisions to ensure consistent service philosophy.
• Serve as an internal/external SME on wealth planning topics and contribute to thought leadership.
• Analyze internal systems to improve client experience and mitigate risk.
• Maintain knowledge of compliance, regulatory, and departmental policies.
• Support department initiatives and participate in special projects.

Skills

Estate planning

Income tax

Wealth planning

Education

Graduate degree (JD, MBA, Master of Tax) or equivalent

Job description

Vanguard's Wealth Planning Consultant, Senior Specialist in Charlotte, NC, provides advanced estate planning, tax and financial analysis to ultra-high net worth clients.

As part of the Advice and Wealth Management division, you mentor colleagues, collaborate with financial advisors, and deliver world-class client experiences. This role emphasizes compliance, risk management, and thought leadership while supporting hybrid work arrangements.