Senior Wealth Advisor – UHNW Portfolios (Remote)

The Vanguard Group; Houston (TX); Remote; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive compensation

Bonus opportunities

Professional development

Inclusive culture and benefits

Job summary

The Vanguard Group is seeking a Wealth Advisor to serve ultra-high-net-worth clients with portfolios from $5 to $15 million. You will deliver personalized investment guidance, financial planning, and risk-managed strategies using Vanguard products.

This role emphasizes collaboration, professional development, and a commitment to exceptional client service. CFP designation is required, along with Series 7/63/66 licenses or the ability to obtain them.

Qualifications

• CFP designation required.
• Experience in financial planning and portfolio management.
• Strong communication and executive presence with clients.
• Knowledge of trust, estate planning, and tax strategies is a plus.
• Regulatory licenses required or ability to obtain once in role.

Responsibilities

• Onboard and manage a book of high-net-worth clients ($5–$15M).
• Provide tailored financial planning and investment advice aligned with client goals.
• Collaborate with internal resources for tax, estate planning, and trusts.
• Promote professional development and coaching of peers.

Skills

Communication skills

Executive presence

Financial planning

Portfolio management

Education

CFP designation

Series 7/63/66 licenses

Tools

Regulatory licenses (FINRA)

Job description

The Vanguard Group is seeking a Wealth Advisor to serve ultra-high-net-worth clients with portfolios from $5 to $15 million. You will deliver personalized investment guidance, financial planning, and risk-managed strategies using Vanguard products.

This role emphasizes collaboration, professional development, and a commitment to exceptional client service. CFP designation is required, along with Series 7/63/66 licenses or the ability to obtain them.