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Job description
The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored financial planning and investment guidance. As part of Vanguard's Personal Wealth division, you will onboard clients, manage a book of business, and collaborate across teams to deliver comprehensive strategies including estate planning, tax considerations, and trusted advisory services.
This remote role requires CFP and relevant licenses.
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Worksite address
lowell, MA, 01852, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.