Senior Financial Planning Strategist, Wealth Management

Vanguard

Senior Financial Planning Strategist guiding firm's financial planning methodologies and educating advisors on complex planning topics. Representing Vanguard through insights, publications, and training initiatives.

Posted 5/6/2026full-timeMalvern • Arizona, North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Act as the internal authority across core financial planning disciplines, including retirement, tax, estate, and protection planning.
Partner with team leadership to define and execute a strategic roadmap for financial planning content, research, and capabilities.
Lead the development of client-facing insights, commentary, and educational materials that articulate Vanguard’s perspective on complex planning topics.
Shape the firm’s point of view on key financial planning topics in collaboration with the Investment Strategy Group and other stakeholders, ensuring integration into Vanguard’s advice framework.
Design and deliver targeted training in partnership with Learning & Development to enhance advisor proficiency in financial planning concepts and strategies.
Represent Vanguard as a trusted voice on financial planning through publications, presentations, webinars, and other forums.
Provide consultation on complex financial planning scenarios to advisors and internal partners.
Mentor and guide planners, strategists, and analysts, strengthening the quality, consistency, and confidence of planning across the organization.
Influence senior stakeholders through clear communication, strong reasoning, and recognized expertise.
Lead or contribute to strategic initiatives that advance the team’s priorities and long-term objectives.

Requirements

What you’ll need

Eight years of experience in the financial services industry preferred.
Undergraduate degree or equivalent combination of training and experience.
Graduate degree preferred.
CFP or progress towards required; additional designation in wealth management (tax, estate, insurance, etc.) preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC).

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible working hours
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningretirement planningtax planningestate planningprotection planningwealth managementfinancial analysisstrategic initiativesclient-facing insightseducational materials

Soft Skills

communicationmentoringleadershipcollaborationinfluencingreasoningconsultationtrainingguidancestrategic thinking

Certifications

CFPFINRAstate licenseSFC registration