Senior Wealth Advisor
Core
Develop tailored financial strategies for Ultra High Net Worth clients (portfolios of $5-15M) to achieve unique financial goals using Vanguard products.
Role type
Senior Wealth Advisor (IC)
Builds
Tailored investment strategies, financial planning solutions, and trust management services for high-net-worth individuals and families.
Domain
Wealth Management / Financial Planning
Required skills
CFP® designation, Series 7/63/66 license, trust and estate planning, financial planning, investment strategies, industry regulations, book of business management, relationship management
Preferred skills
CFA, CTFA, CPA
Technologies
Vanguard products
Responsibilities
Onboard and manage a book of business for high-profile individuals and families; provide investment advice and financial planning solutions; manage trusts as investment manager and corporate trustee; partner with internal resources on tax, legacy, estate, and philanthropic planning; coach and support peers.
Seniority
Senior, hands-on IC