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Senior Wealth Advisor
Vanguard
Remote, USA
Full-time
Senior · 7+ years experience
Remote
Discovered 1 weeks ago
Free
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Join Vanguard as a Wealth Advisor
Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to candidates located in the Miami, Florida area ! With competitive compensation, excellent benefits, and an inclusive culture, Vanguard offers the opportunity to build a rewarding career while making a meaningful difference in investors' lives.
As a Wealth Advisor within Vanguard's Personal Wealth division, you will develop tailored strategies that will help our ultra-high net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.
Responsibilities
- Wealth Advisors onboard clients and manage a book of business that can include high-profile, and influential individuals and families. By communicating Vanguard’s investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving and spending strategies, Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investment methodology .
- Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators.
- As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
Why you'll love working here
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