Senior Wealth Advisor; Remote, FL Estate & Trust Planning
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Vanguard is seeking a Wealth Advisor and Senior Wealth Advisor to remotely serve candidates within the Miami, Florida area. You will onboard high-net-worth clients, deliver comprehensive financial planning, and recommend investment strategies aligned with client goals.
The role emphasizes collaboration, continued professional development, and a client-centered advisory approach. Qualified candidates hold a CFP designation, Series 7/63/66, and 7+ years of financial advisory experience.
We are currently recruiting a Senior Wealth Advisor (Remote, FL) — Estate & Trust Planning for our team in Miami, FL, United States.
This is a genuine opportunity to take on the Senior Wealth Advisor (Remote, FL) — Estate & Trust Planning role at Vanguard.
As a Senior Wealth Advisor (Remote, FL) — Estate & Trust Planning, you will play an important part at Vanguard in Miami, FL, United States.
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