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The Vanguard Group

Senior Wealth Advisor – Remote UHNW Portfolio Mgmt

san diego, CA

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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

san diego, CA, 92189, US

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