Senior UHNW Wealth Strategy & Estate Planner
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
The Vanguard Group in Charlotte, NC is seeking a Wealth Planning Consultant, Senior Specialist to advise ultra-high-net-worth clients on estate planning, tax, and comprehensive financial planning. You will educate clients and provide world-class service as part of Vanguard's Advice and Wealth Management division.
The role emphasizes collaboration with advisers, leadership of junior staff, and contribution to client education and publications, with a hybrid work model and travel as needed.
The Senior UHNW Wealth Strategy & Estate Planner role at The Vanguard Group is now open for applications in Charlotte, NC, United States.
We have an opening for a Senior UHNW Wealth Strategy & Estate Planner in Charlotte, NC, United States within Legal, Consulting.
This role, Senior UHNW Wealth Strategy & Estate Planner at The Vanguard Group, could be your next career step.
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