Vanguard
Malvern or Charlotte
Wealth Management Senior Specialist
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Apply to Wealth Management Senior Specialist at VanguardJob 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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