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Senior Concierge Financial Advisor - Personal Wealth & Planning
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-26
Listing for:
Vanguard
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Vanguard is seeking a hybrid-approach Situational Advisor to work with Enterprise Clients, delivering personalized financial guidance and portfolio planning. You will engage participants via phone and video, building trust and guiding them through key financial moments with tailored plans.
The role emphasizes client-centric service, expert knowledge of wealth management, and collaboration with Workplace Solutions teams to deliver exceptional concierge experiences while maintaining licenses and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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