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Remote Senior Wealth Planning Consultant

Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Vanguard
Remote/Work from Home position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 150000 - 190000 USD Yearly USD 150000.00 190000.00 YEAR
Job Description & How to Apply Below

Vanguard's Wealth Planning Consultant, Senior Specialist in Charlotte, NC, provides advanced estate planning, tax and financial analysis to ultra-high net worth clients.

As part of the Advice and Wealth Management division, you mentor colleagues, collaborate with financial advisors, and deliver world-class client experiences. This role emphasizes compliance, risk management, and thought leadership while supporting hybrid work arrangements.

Step into the Remote Senior Wealth Planning Consultant role at Vanguard in Charlotte, NC, United States and grow with us.

Our team is growing, and we are hiring a Remote Senior Wealth Planning Consultant in Charlotte, NC, United States.

This role is for the Remote Senior Wealth Planning Consultant role at Vanguard.

We are seeking a motivated Remote Senior Wealth Planning Consultant to join Vanguard in Charlotte, NC, United States.

Consider building your career as a Remote Senior Wealth Planning Consultant at Vanguard.

Position Requirements
10+ Years work experience
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