Vanguard
Malvern or Charlotte

Wealth Management Senior Specialist

HybridPosted 1 week ago

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Job details

Location
Malvern or Charlotte
Work type
Hybrid
Posted
1 week ago
Apply on
vanguard.wd5.myworkdayjobs.com

About this role

Deep expertise in tax, estate, and financial planning; 8 years related experience (including 5 years wealth management research); graduate degree preferred; CPA or CFP preferred.

What you'll do at Vanguard:

  • performing analysis
  • preparing materials
  • leading research

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About Vanguard

Vanguard
Malvern or Charlotte