The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored financial planning and investment guidance. As part of Vanguard's Personal Wealth division, you will onboard clients, manage a book of business, and collaborate across teams to deliver comprehensive strategies including estate planning, tax considerations, and trusted advisory services.
This remote role requires CFP and relevant licenses.
#J-18808-LjbffrSenior Wealth Advisor – Remote UHNW Portfolio Mgmt in tampa at Unknown Company
This position is listed as full time and able to be worked remotely.