Senior Wealth Advisor – UHNW Portfolios; Remote
San Antonio, Bexar County, Texas, 77246, USA
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
The Vanguard Group is seeking a Wealth Advisor to serve ultra-high-net-worth clients with portfolios from $5 to $15 million. You will deliver personalized investment guidance, financial planning, and risk-managed strategies using Vanguard products.
This role emphasizes collaboration, professional development, and a commitment to exceptional client service. CFP designation is required, along with Series 7/63/66 licenses or the ability to obtain them.
Step into the Senior Wealth Advisor – UHNW Portfolios (Remote) role at The Vanguard Group in Houston, TX, United States and grow with us.
For the Senior Wealth Advisor – UHNW Portfolios (Remote) position at The Vanguard Group, we are reviewing applications now.
Please review the full job details above before applying.
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