Senior UHNW Wealth Planner: Hybrid, Tax & Estate Strategy
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Vanguard's Wealth Planning Consultant, Senior Specialist within the Advice and Wealth Management division advises ultra-high-net-worth clients through advanced estate planning, tax, and financial planning analysis. You will be a trusted advisor, delivering education and world-class client experiences to our clients and their families.
This role will partner with financial advisors, guide a wealth planning crew to grow, and contribute to Vanguard's thought leadership while aligning with
This posting is for the Senior UHNW Wealth Planner:
Hybrid, Tax & Estate Strategy role at Vanguard, based in Charlotte, NC, United States.
This role, Senior UHNW Wealth Planner:
Hybrid, Tax & Estate Strategy at Vanguard, could be your next move.
Are you ready to take on the Senior UHNW Wealth Planner:
Hybrid, Tax & Estate Strategy role at Vanguard?
We would love to welcome a new Senior UHNW Wealth Planner:
Hybrid, Tax & Estate Strategy to our organisation in Charlotte, NC, United States.
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