Vanguard Group, Inc.
Charlotte, NC, USA
As a Wealth Planning Consultant, Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most. This role will be within the Advice and Wealth Management division assisting our ultra-high-net-worth clients with planning and strategy in the areas of income tax, advanced estate planning, and financial planning. Responsibilities Provide income tax, estate planning, and/or wealth planning consultations to Vanguard advised clients. Review client's information and relevant...