Vanguard is seeking a Wealth Advisor and Senior Wealth Advisor to remotely serve candidates within the Miami, Florida area. You will onboard high-net-worth clients, deliver comprehensive financial planning, and recommend investment strategies aligned with client goals.
The role emphasizes collaboration, continued professional development, and a client-centered advisory approach. Qualified candidates hold a CFP designation, Series 7/63/66, and 7+ years of financial advisory experience.
#J-18808-LjbffrSenior Wealth Advisor (Remote, FL) — Estate & Trust Planning in miami at Unknown Company
This position is listed as full time and able to be worked remotely.