Wealth Planning Consultant

About the role

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.

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.