Senior UHNW Wealth Strategy & Estate Planner

The Vanguard Group; Charlotte (NC); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Relocation assistance

Job summary

The Vanguard Group in Charlotte, NC is seeking a Wealth Planning Consultant, Senior Specialist to advise ultra-high-net-worth clients on estate planning, tax, and comprehensive financial planning. You will educate clients and provide world-class service as part of Vanguard's Advice and Wealth Management division.

The role emphasizes collaboration with advisers, leadership of junior staff, and contribution to client education and publications, with a hybrid work model and travel as needed.

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.

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.

Skills

Wealth planning

Client advisory

Estate planning

Tax planning

Financial analysis

Education

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

Undergraduate degree required

Job description

The Vanguard Group in Charlotte, NC is seeking a Wealth Planning Consultant, Senior Specialist to advise ultra-high-net-worth clients on estate planning, tax, and comprehensive financial planning. You will educate clients and provide world-class service as part of Vanguard's Advice and Wealth Management division.

The role emphasizes collaboration with advisers, leadership of junior staff, and contribution to client education and publications, with a hybrid work model and travel as needed.