Senior Wealth Advisor – UHNW Portfolios; Remote
Laredo, Webb County, Texas, 78040, USA
Listed on 2026-11-01
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Sales
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.
We have an opening for a Senior Wealth Advisor – UHNW Portfolios (Remote) in Houston, TX, United States within Finance, Sales.
We appreciate your interest in this position.
Join The Vanguard Group and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Wealth Advisor – UHNW Portfolios (Remote) role at The Vanguard Group, based in Houston, TX, United States.
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