Wealth Planning Consultant Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: The Wealth Planning Consultant position at Vanguard involves providing advanced estate planning, income tax, and financial planning analysis to ultra-high net worth clients. Responsibilities include analyzing clients' financial conditions, developing financial planning methodologies, and serving as a subject matter expert. Vanguard is an equal opportunity employer committed to providing a discrimination-free working environment.
Job Description
Wealth Planning Consultant
Location(s)
Charlotte, NC, US
.
Scottsdale, AZ, US
.
Newtown Square, PA, US
Work model
Hybrid
Date posted
05/02/2025
Job requisition
167766 Provides wealth planning consultatations and support to Vanguard’s largest and most complex clients and financial advisors.
Job description
Benefits and rewards
As a Wealth Planning Consultant, you’ll be part of a team advising our Personal Advisor Wealth Management (PAWM) ultra-high net worth clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial planning analysis. You will provide trusted advice, education and a world class client experience and play 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.
Responsibilities:
Analyzes Vanguard’s largest and most complex clients’ current financial conditions and provides financial and income tax planning recommendations.
Assists in development, evolution and improvement of the financial planning methodology for Vanguard’s advice offer.
Serves as an internal and external subject matter expert. Contributes to thought
Our commitment to equal employment opportunity
Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.
