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Wealth Planning Consultant, Senior Specialist

Vanguard

Charlotte, Mecklenburg County94.913 USD📅 2/11/2026

Descripción

Job Description \n Provides wealth planning consultations and support to Vanguard's largest and most complex clients and financial advisors.\n \n \n As a Wealth Planning Consultant, Senior 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 analysi…
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