Wealth Planning Consultant, Senior Specialist-2

Vanguard; Charlotte (NC); Hybrid; USD 150,000 - 190,000; Full time

Job summary

Vanguard's Wealth Planning Consultant, Senior Specialist in Charlotte, NC, provides advanced estate planning, tax and financial analysis to ultra-high net worth clients.

As part of the Advice and Wealth Management division, you mentor colleagues, collaborate with financial advisors, and deliver world-class client experiences. This role emphasizes compliance, risk management, and thought leadership while supporting hybrid work arrangements.

Qualifications

• Eight years related work experience in wealth planning or related field.
• Active Law License, CFP, or CPA preferred.

Responsibilities

• Provide estate planning, income tax, and wealth planning consultations to Vanguard's largest advised clients.
• Review clients' information, research issues, perform analysis, and create client deliverables.
• Guide and develop other wealth and estate planning crew within advice offer.
• Partner with financial advisors and align with other divisions to ensure consistent service philosophy.
• Serve as an internal/external SME on wealth planning topics and contribute to thought leadership.
• Analyze internal systems to improve client experience and mitigate risk.
• Maintain knowledge of compliance, regulatory, and departmental policies.
• Support department initiatives and participate in special projects.

Skills

Estate planning

Income tax

Wealth planning

Education

Graduate degree (JD, MBA, Master of Tax) or equivalent

Job description

Provides wealth planning consultations and support to Vanguard's largest and most complex clients and financial advisors.

As a Wealth Planning Consultant, Senior 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.

Core 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.

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.

Other Considerations

• Remote is available for candidates residing farther than 40 miles from our Charlotte, NC, Dallas, TX, Malvern, PA, or Scottsdale, AZ offices. Those residing within 40 miles of these office locations will follow a hybrid three-day in office work schedule.
• Travel will be required to Vanguard offices for training, offsites, or client meetings in other locations. Travel for these purposes is anticipated to be 30%, especially for those working remotely.
• 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 fully remote or hybrid with two days remote.

Special Factors

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.