Senior Wealth Advisor – Remote UHNW Portfolio Mgmt
Remote / Online - Candidates ideally in
Cape Coral, Lee County, Florida, 33904, USA
Listed on 2026-08-15
Cape Coral, Lee County, Florida, 33904, USA
Listing for:
The Vanguard Group
Remote/Work from Home
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored financial planning and investment guidance. As part of Vanguard's Personal Wealth division, you will onboard clients, manage a book of business, and collaborate across teams to deliver comprehensive strategies including estate planning, tax considerations, and trusted advisory services.
This remote role requires CFP and relevant licenses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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