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Senior Wealth Advisor — Client & Planning
Job in
Buckeye, Maricopa County, Arizona, 85326, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Vanguard seeks a client relationship professional to deepen client engagement, assess financial goals, and tailor investment and planning solutions. You will collaborate with internal teams to deliver services and support the overall advisory process.
Ideal candidates have at least two years in client-facing roles in financial services, strong communication skills, and progress toward CFP certification. Regulatory licenses may be required depending on the role’s duties.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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