Vanguard
Scottsdale or Charlotte or Malvern
Wealth Planning Consultant, Senior Specialist
Job details
- Location
- Scottsdale or Charlotte or Malvern
- Work type
- Hybrid
- Posted
- Apr 29, 2026
- Apply on
- vanguard.wd5.myworkdayjobs.com
About this role
Eight+ years related experience; project management; CFP/CPA or active Law License preferred; undergraduate degree; graduate degree preferred.
What you'll do at Vanguard:
- provide consultations
- review information
- guide team
Apply to this Wealth Planning Consultant, Senior Specialist role at Vanguard with a tailored resume on ApplyBolt.