Overview In this role you support ultra-high-net-worth clients through advanced estate, tax, and financial planning within Vanguard's Advice and Wealth Management division. You will advise on tax, estate, and wealth planning, create client deliverables, and partner with financial advisors to enhance client outcomes. Your work helps families protect and transfer wealth in line with Vanguard's mission and investment methodology. The role combines technical analysis with a client-centric advisory approach in a collaborative, cross-functional environment.
Compensation / Benefits- hybrid work model
- relocation assistance may be available
- travel for training and client meetings (up to 20%)
- opportunity to work across multiple offices
- dynamic, mission-driven culture
Responsibilities- Provide income tax, estate planning, and wealth planning consultations to Vanguard advised clients
- Review client data, research issues, analyze options, and produce client deliverables
- Support wealth and estate planning team serving Vanguard's largest net worth clients
- Collaborate with financial advisors and adhere to Vanguard's investment methodology
- Serve as internal and external subject matter expert on wealth planning topics
- Help develop financial planning methodology for Vanguard's advice offer
- Analyze internal systems to improve client experience and reduce risk
- Maintain knowledge of compliance, regulatory, and departmental policies and market trends
- Support department initiatives and participate in special projects
Key requirements- Undergraduate degree required
- Two years of project management experience preferred
- Five years related work experience in a related field
- Experience in financial services encouraged
- CFP, CPA, and/or active Law License preferred
- Willingness to commute to Scottsdale, AZ; Charlotte, NC; or Malvern, PA; hybrid schedule
- Willingness to travel up to 20% for training, offsites, or client meetings
- Hybrid remote work with occasional in-person requirements
- client-focused
- collaborative
- strong communication
- CFP
- CPA
- active Law License
