Vanguard
Scottsdale or Charlotte or Malvern
Wealth Planning Consultant
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Apply to Wealth Planning Consultant at VanguardJob details
- Location
- Scottsdale or Charlotte or Malvern
- Work type
- Hybrid
- Posted
- 3 weeks ago
- Apply on
- vanguard.wd5.myworkdayjobs.com
About this role
Undergraduate degree required; 5+ years related experience and 2 years project management experience preferred. Graduate degrees (JD, MBA, Master of Tax) or CFP/CPA/law preferred. Hybrid, office commute required; up to 20% travel.
What you'll do at Vanguard:
- providing consultation
- reviewing documentation
- analyzing processes
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