Senior Wealth Advisor (Remote, FL) — Estate & Trust Planning

Vanguard; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Performance bonus

Partnership plan

Merit-based salary increases

Comprehensive benefits

Job summary

Vanguard is seeking a Wealth Advisor and Senior Wealth Advisor to remotely serve candidates within the Miami, Florida area. You will onboard high-net-worth clients, deliver comprehensive financial planning, and recommend investment strategies aligned with client goals.

The role emphasizes collaboration, continued professional development, and a client-centered advisory approach. Qualified candidates hold a CFP designation, Series 7/63/66, and 7+ years of financial advisory experience.

Qualifications

• Must hold CFP designation and active securities licenses (Series 7/63/66) as required by Compliance.
• Strong knowledge of financial planning, investment strategies, and estate planning.
• Proven ability to manage client relationships and communicate complex concepts clearly.

Responsibilities

• Wealth Advisors onboard clients and manage a book of business for high net worth individuals and families.
• Communicate Vanguard’s investment philosophy and provide financial planning solutions aligned with client objectives.
• Collaborate with internal resources to address tax strategies, legacy planning, and corporate trust services.
• Coach and mentor peers while maintaining expertise in capital markets and industry regulations.

Skills

Excellent communication

Relationship management

Executive presence

Financial planning knowledge

Education

CFP® designation

Series 7/63/66 licenses

Job description

Vanguard is seeking a Wealth Advisor and Senior Wealth Advisor to remotely serve candidates within the Miami, Florida area. You will onboard high-net-worth clients, deliver comprehensive financial planning, and recommend investment strategies aligned with client goals.

The role emphasizes collaboration, continued professional development, and a client-centered advisory approach. Qualified candidates hold a CFP designation, Series 7/63/66, and 7+ years of financial advisory experience.