Elite Financial Strategist

4 days ago


Charlotte, North Carolina, United States Vanguard Full time

At Vanguard, we're dedicated to delivering long-term financial wellbeing for our clients.

We're seeking a highly skilled Elite Financial Strategist to join our team in providing advanced financial advice and complex portfolio management guidance to High Net Worth clients.

About the Role

This role offers a unique opportunity to develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals.

  • Provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and services.
Responsibilities

The successful candidate will onboard clients and manage a book of business which can include high-profile, influential individuals and families.

  • Communicate Vanguard's investment philosophy and make recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies.
Key Qualifications
  • CFP designation required. Additional certifications such as the CFA, CTFA or CPA preferred.
  • Seven+ years of advisory experience specifically in financial planning, book of business management, and relationship management.
  • Proven experience managing a book of business with a track record of client satisfaction and loyalty.

We offer a competitive salary range of $120,000 - $200,000 per year, depending on experience, plus excellent benefits and opportunities for professional growth and development.

As an Elite Financial Strategist at Vanguard, you'll have the opportunity to work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services.



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