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Job description
Vanguard seeks a Wealth Planning Consultant, Senior Specialist within the Advice and Wealth Management division to advise ultra-high-net-worth clients and families through complex investment journeys. You will deliver advanced estate planning, income tax, and financial planning analyses as a trusted advisor.
The role emphasizes education, world-class client experience, and collaboration with financial advisors to align services across Vanguard.
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Worksite address
scottsdale, AZ, 85261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.