Senior Proposal Consultant
CVS Health
Senior Wealth Planning Consultant
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Scottsdale • Arizona, North Carolina, Pennsylvania, Texas • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Provide income tax, estate planning, and/or wealth planning consultations to the largest Vanguard advised clients
- Review client's information and relevant documentation, research client issues, perform analysis to provide suggested solutions, and create client deliverables
- Guide and develop other wealth and estate planning crew within advice offer to help them grow to the next level
- Partner with financial advisors as they support clients in these subject areas and follow Vanguard's investment methodology
- Align with wealth and estate planning crew who provide consultations to Vanguard's clients in other divisions to ensure services in all offers are similar in philosophy and design
- Serve as an internal and external subject matter expert on wealth planning topics
- Contribute to thought leadership initiatives and Vanguard's external publications
- Analyze internal systems and processes to identify opportunities to improve the client experience and mitigate risk
- Maintain strong knowledge of compliance, regulatory, and departmental policies and procedures, as well as general market trends
- Support department and team initiatives
- Participate in special projects and perform other duties as assigned
Requirements
- Undergraduate degree required
- Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience required
- Minimum of eight years related work experience in a related field
- Four years of project management experience preferred
- Experience in financial services encouraged
- CFP, CPA, and/or active Law License preferred
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
income tax consultationestate planningwealth planningclient analysisrisk mitigationproject managementfinancial analysiscompliance knowledgeregulatory knowledgemarket trend analysis
Soft skills
leadershipcommunicationcollaborationproblem-solvingthought leadershipclient relationship managementteam developmentstrategic thinkingadaptabilityinitiative
Certifications
CFPCPALaw License
