Senior Wealth Advisor
Senior Wealth Advisor
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Job Description
At Vanguard were different by design. Since our founding in 1975 we set out to take a stand for our investors. To create a company that puts them at the center of what we do and inspire our crew to work on their behalf. Simply putat Vanguard we dont just have a mission. Were on a mission and we want you to be a part of it!
As a Senior Wealth Advisor within Vanguards Advice and Wealth Management division you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $515M in investable assets using Vanguard products and the fullest expression of our wealth management offer.
Responsibilities
Senior Wealth Advisors onboard clients and manage a book of business which can include highprofile and influential individuals and families. By communicating Vanguards investment philosophy and making recommendations that consider client suitability risk tolerance appropriate saving/spending strategies Senior Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our timetested research and investment methodology.
Senior Wealth Advisors work in a collaborative team environment partnering with internal resources to serve client needs and goals related to investment advice tax strategies legacy & estate planning philanthropic giving and corporate trust services. They also manage trusts both as an investment manager and when Vanguard serves as corporate trustee in partnership with internal Trust Administrators
As experts in the advice space Senior Wealth Advisors continually promote continuous professional development by maintaining an advanced understanding of financial planning capital markets and the financial industry and are willing to coach and support their peers.
Qualifications
- CFP designation required. Additional certifications such as the CFA CTFA or CPA preferred.
- This job requires a Series 7 63 or 66 regulatory license and/or registration (e.g. FINRA state SFC) as well as the SIE or ability to acquire once in the role. These will be determined by Compliance based on rolespecific duties.
- Seven years of advisory experience specifically in financial planning book of business management and relationship management.
- Proven experience managing a book of business with a track record of client satisfaction and loyalty.
- Experience applying trust and estate planning knowledge to help preserve clients wealth.
- Indepth knowledge of financial planning investment strategies and industry regulations.
- Excellent written and verbal communication skills including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits
Are you ready to take the next step in your career We look forward to reviewing your application and learning more about you!
Considerations
- Occasional travel may be required to Vanguard clients sites or local/national professional conferences.
- Relocation is available to those who qualify.
- This role follows a hybrid working model. We are in the office TuesdayThursday and work remotely Monday & Friday.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere on a mission.
To work for the longterm financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Required Experience:
Senior IC
Employment Type
Full-Time
