Senior Wealth Planning Consultant

Vanguard

Wealth Planning Consultant at Vanguard providing estate planning and financial analysis for ultra-high net worth clients. Collaborating with advisors and contributing to company publications on wealth planning.

Posted 5/27/2026full-timeScottsdale • Arizona, North Carolina, Pennsylvania • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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 and four years of project management experience preferred
Experience in financial services encouraged
CFP, CPA, and/or active Law License preferred, as well as other designations
Candidates must be able to commute to Scottsdale, AZ office, Charlotte, NC, or Malvern, PA offices

Benefits

Comp & perks

Relocation assistance may be available for the right candidate
Hybrid three-day in office work schedule

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

income tax consultationestate planningwealth planningproject managementfinancial analysisclient deliverablescompliance knowledgeregulatory knowledgemarket trend analysis

Soft Skills

leadershipcommunicationcollaborationproblem-solvingthought leadership

Certifications

CFPCPALaw License