Wealth Planning Consultant, Senior Specialist at Vanguard

Scottsdale, Arizona, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

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 preferred
Four years of project management experience preferred
Experience in financial services encouraged
CFP, CPA, and/or active Law License preferred, as well as other designations
Ability to commute to Scottsdale, AZ office, Charlotte, NC, or Malvern, PA offices for a hybrid three-day in office work schedule
Willingness to travel 20%-40% to Vanguard offices for training, offsites, or client meetings
Experience working remotely with demonstration of the ability to work independently while being a contributing member of a team preferred

Responsibilities

Provide income tax, estate planning, 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 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

Skills

income tax planning

estate planning

wealth planning

financial planning

client consultations

analysis

research

compliance

regulatory knowledge

thought leadership

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees