About this opportunity
The Vanguard Group lists this Senior Wealth Advisor – Remote UHNW Portfolio Mgmt opportunity in tampa, Florida. Review the employer’s description below for duties, qualifications and application requirements.
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
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.