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Strategic Wealth & Estate Planning Leader
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Vanguard is seeking a seasoned Wealth Planning Advisor to provide income tax, estate planning, and wealth planning consultations for its premier clients. The role involves reviewing client data, researching issues, and delivering tailored solutions while mentoring other team members.
Ideal candidates will have extensive experience in financial services, professional licenses, and the ability to coordinate with advisors across divisions to maintain consistent advisory design.
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