Senior Wealth & Tax Planning Advisor (Remote)

The Vanguard Group; United States; Hybrid; USD 150,000 - 230,000; Full time

Job summary

Vanguard Group is seeking a Wealth Planning Consultant, Senior Specialist to advise ultra-high-net-worth clients in estate planning, tax, and comprehensive financial planning. You will review client data, perform analyses, and deliver tailored recommendations while mentoring other team members.

In this role you will collaborate with financial advisors, align cross-division services, and contribute to thought leadership.

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. Active Law License, CFP, or CPA preferred, as well as other designations.

Responsibilities

• Provide estate planning, income tax, 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 a 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.

Education

Undergraduate degree

Graduate degree (JD, MBA, Master of Tax)

Active Law License, CFP, or CPA preferred

Job description

Vanguard Group is seeking a Wealth Planning Consultant, Senior Specialist to advise ultra-high-net-worth clients in estate planning, tax, and comprehensive financial planning. You will review client data, perform analyses, and deliver tailored recommendations while mentoring other team members.

In this role you will collaborate with financial advisors, align cross-division services, and contribute to thought leadership.