Senior Wealth Advisor — Remote UHNW Portfolio Guidance

Vanguard; United States; Hybrid; USD 140,000 - 240,000; Full time

Benefits offered by this job

Performance bonus

Partnership plan

Merit-based salary increases

Job summary

Vanguard seeks a CFP® Wealth Advisor (Senior Wealth Advisor) for remote work available to candidates in the Miami, Florida area. You will guide ultra-high net worth clients with tailored financial plans and ongoing portfolio management using Vanguard products.

Responsibilities include onboarding, investment strategy, tax planning, estate planning, and collaboration with internal teams. A Series 7/63/66 license is required plus 7+ years of advisory experience.

Qualifications

• CFP® designation required.
• Series 7/63/66 license required.
• 7+ years of financial advisory experience.
• Knowledge of trusts/estate planning is a plus.

Responsibilities

• Onboard clients and manage a book of high-net-worth relationships.
• Provide tailored financial planning and investment guidance.
• Communicate Vanguard’s investment philosophy and fiduciary standards.
• Collaborate with internal teams on tax, estate, and trust planning.

Skills

CFP® designation

Financial planning

Executive presence

Series license (7/63/66)

Job description

Vanguard seeks a CFP® Wealth Advisor (Senior Wealth Advisor) for remote work available to candidates in the Miami, Florida area. You will guide ultra-high net worth clients with tailored financial plans and ongoing portfolio management using Vanguard products.

Responsibilities include onboarding, investment strategy, tax planning, estate planning, and collaboration with internal teams. A Series 7/63/66 license is required plus 7+ years of advisory experience.