Wealth Planning Consultant

The Vanguard Group; Scottsdale (AZ); Hybrid; USD 140,000 - 230,000; Full time

Job summary

The Vanguard Group seeks a Wealth Planning Consultant, Specialist within the Advice and Wealth Management division to advise ultra-high-net-worth clients on income tax, estate planning, and financial planning analysis.

You will be a trusted advisor, delivering education and world-class client experience while ensuring assets benefit the people or organizations they care about most. The role is hybrid with travel as needed.

Qualifications

• Undergraduate degree required.
• Graduate degree (JD, MBA, Master of Tax) or equivalent combination preferred.
• Minimum of five years related work experience and two years of project management experience preferred.
• Experience in financial services encouraged.
• CFP, CPA, and/or active Law License preferred.

Responsibilities

• Provide income tax, estate planning, and/or wealth planning consultations to Vanguard advised clients.
• Review client information and documentation, research issues, perform analysis, and create client deliverables.
• Support wealth and estate planning teams serving Vanguard's largest net-worth clients.
• Partner with financial advisors to support clients and follow Vanguard's investment methodology.
• Serve as an internal and external expert on wealth planning topics.
• Assist in developing financial planning methodology for Vanguard's advice offer.
• Analyze internal systems to identify opportunities to improve client experience and mitigate risk.
• Maintain knowledge of compliance, regulatory, and departmental policies and market trends.
• Support department and team initiatives; participate in special projects.

Skills

Wealth planning

Financial services experience

Project management

Client advisory

Education

Bachelor's degree

Graduate degree (JD, MBA, Master of Tax)

Job description

As a Wealth Planning Consultant, Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis.

You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.

This role will be within the Advice and Wealth Management division assisting our ultra-high-net-worth clients with planning and strategy in the areas of income tax, advanced estate planning, and financial planning.

Responsibilities

• Provide income tax, estate planning, and/or wealth planning consultations to Vanguard advised clients.
• Review client's information and relevant documentation, research client issues, perform analysis to provide suggested solutions, and create client deliverables.
• Support wealth and estate planning crew who provide consultations to Vanguard's largest net worth clients within advice offer.
• Partner with financial advisors as they support clients in these subject areas and follow Vanguard's investment methodology.
• Serve as an internal and external subject matter expert on wealth planning topics.
• Assist in developing financial planning methodology for Vanguard's advice offer.
• 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.

Qualifications

• Undergraduate degree required.
• Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience preferred.
• Minimum of five years related work experience in a related field and two years of project management experience preferred.
• Experience in financial services encouraged.
• CFP, CPA, and/or active Law License preferred.

Other Considerations

• Candidates must be able to commute to Scottsdale, AZ office, Charlotte, NC, or Malvern, PA offices for a hybrid three-day in office work schedule.
• If located in an office other than Scottsdale, AZ, the candidate must be willing to support the AZ time zone.
• Relocation assistance may be available for the right candidate.
• Travel will be required to Vanguard offices for training, offsites, or client meetings in other locations.
• Travel for these purposes is anticipated to be not more than 20%.
• If located in an office other than Scottsdale, AZ, the candidate may need to travel more frequently to visit the AZ office regularly.
• Experience working remotely with demonstration of the ability to work independently while being a contributing member of a team is preferred as the schedule will be hybrid with two days remote.

Special Factors Sponsorship

• Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission - we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.