Vanguard-posted 11 months ago
Full-time • Senior
Hybrid • Plano, TX
Funds, Trusts, and Other Financial Vehicles
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Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients. As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.
