Vanguard
Charlotte or Malvern or Scottsdale or Dallas or
Wealth Planning Consultant, Senior Specialist-2
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Apply to Wealth Planning Consultant, Senior Specialist-2 at VanguardJob details
- Location
- Charlotte or Malvern or Scottsdale or Dallas or
- Work type
- Hybrid
- Posted
- 3 weeks ago
- Apply on
- vanguard.wd5.myworkdayjobs.com
About this role
Undergraduate degree required; graduate degree (JD, MBA, Master of Tax) or equivalent required. Minimum 8 years related experience; project management experience preferred. Active law license, CFP, or CPA preferred.
What you'll do at Vanguard:
- providing consultation
- reviewing documentation
- analyzing processes
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