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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 2026-10-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
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.

The Remote Senior Wealth Planning Consultant role at Vanguard is now open for applications in Charlotte, NC, United States.

The advertised compensation is 150..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Remote Senior Wealth Planning Consultant role in the description above.

We appreciate your interest in this position.

Join Vanguard and contribute to our ongoing work.

Position Requirements
10+ Years work experience
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