Key skills
Project Management
About this role
Role Overview
- Provide income tax, estate planning, and/or wealth planning consultations to Vanguard clients
- Review client information and perform analysis to provide suggested solutions
- Support wealth and estate planning crew in consultations to high net worth clients
- Partner with financial advisors following Vanguard's investment methodology
- Serve as a subject matter expert on wealth planning topics
- Assist in developing financial planning methodology for Vanguard's advice offer
- Analyze internal systems to improve client experience and mitigate risk
- Maintain strong knowledge of compliance, regulatory, and departmental policies
Requirements
- Undergraduate degree required
- Graduate degree (JD, MBA, Master of Tax) or equivalent experience preferred
- Minimum of five years related work experience in a related field
- Two years of project management experience preferred
- Experience in financial services encouraged
- CFP, CPA, and/or active Law License preferred
- Ability to commute to Scottsdale, AZ, Charlotte, NC, or Malvern, PA offices
Benefits
- Relocation assistance may be available for the right candidate
- Hybrid three-day in office work schedule
- Travel required to Vanguard offices for training or meetings