Vanguard's Wealth Planning Consultant, Senior Specialist in Charlotte, NC, provides advanced estate planning, tax and financial analysis to ultra-high net worth clients.
As part of the Advice and Wealth Management division, you mentor colleagues, collaborate with financial advisors, and deliver world-class client experiences. This role emphasizes compliance, risk management, and thought leadership while supporting hybrid work arrangements.
#J-18808-LjbffrRemote Senior Wealth Planning Consultant in charlotte at Unknown Company
This position is listed as full time and hybrid.