Vanguard seeks Wealth Advisors to serve high-net-worth clients with complex portfolios in a remote Houston-area role. You will manage portfolios from $5–$15M, delivering tailored financial guidance, investment strategies, and estate planning within Vanguard's Personal Wealth division.
Candidates should hold a CFP designation and have 7+ years of advisory experience, plus licenses such as Series 7/63/66 and SIE. Strong communication and collaboration are essential to success.
#J-18808-LjbffrRemote Senior Wealth Advisor for UHNW Portfolios in houston at Unknown Company
This position is listed as full time and able to be worked remotely.