Senior Wealth Management Consultant

3 weeks ago


Newtown Square, Pennsylvania, United States Vanguard Full time
Job Summary

We are seeking a seasoned wealth management professional to join our team as a Senior Wealth Management Consultant. In this role, you will work closely with high net worth individuals and families to develop personalized investment strategies and deliver financial planning guidance.

About the Role

This is an exciting opportunity for an experienced advisor to leverage their expertise in financial planning, investment management, and relationship building to drive client satisfaction and loyalty. You will be responsible for conducting thorough consultations to assess clients' financial situations, goals, and risk tolerance, and developing tailored investment plans to help them achieve their objectives.

You will also maintain deep relationships with clients through regular communication, proactive outreach, and digital experiences. With a strong focus on customer service and a collaborative approach, you will work closely with other advisors and support teams to ensure seamless delivery of services.

Requirements
  • CFP designation required
  • Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position)
  • Minimum of 3 years of advisory experience, specifically in advice planning, book of business management, and relationship management
  • Shown experience managing a book of business with a track record of client satisfaction and loyalty
  • In-depth knowledge of financial planning, investment strategies, and industry regulations
Benefits

Vanguard offers a competitive salary range of $120,000 - $180,000 per year, depending on experience. We also offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. Additionally, we have a hybrid working model that allows for flexibility and work-life balance.

About Vanguard

Vanguard is a mission-driven organization committed to delivering long-term financial well-being to our clients. We believe in fostering a culture of inclusivity, diversity, and equity, and we strive to create a work environment that enables our employees to thrive and grow. Our commitment to DEI is central to our success, and we encourage all qualified candidates to apply.



  • Newtown Square, Pennsylvania, United States PathStone Full time

    Pathstone: A Leader in Wealth ManagementAs a leader in wealth management, Pathstone serves a diverse range of clients, including high net worth individuals, family offices, and foundations. Our comprehensive range of services includes investment advice, tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate...


  • Newtown Square, Pennsylvania, United States Vanguard Full time

    We are seeking a Professional Wealth Strategist to join our team at Vanguard. As a key member of our advisory team, you will play a critical role in helping clients achieve their long-term financial goals.Company OverviewVanguard is a leading provider of investment advice and wealth management services. Our mission is to deliver exceptional client outcomes...

  • Advisory Consultant

    3 weeks ago


    Newtown Square, Pennsylvania, United States PathStone Full time

    Company OverviewPathstone is a dynamic, rapidly growing partner-owned wealth management firm serving ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services includes investment advice, tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning,...


  • Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    Make a Difference in Senior LivesSunrise Senior Living is dedicated to providing high-quality care and services to seniors in our assisted living and reminiscence neighborhoods. We are seeking a compassionate and dedicated Caregiver to join our team.The successful candidate will provide individualized care to a consistent group of residents, assisting with...


  • Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    Transform Lives as a Senior Care ProfessionalSunrise Senior Living is a leader in senior care, and we're seeking a dedicated Care Manager to join our team. As a Care Manager, you'll be responsible for providing exceptional care and services to a consistent group of residents and their families in our assisted living and reminiscence neighborhoods.This role...


  • Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    Role OverviewThe Care Manager at Sunrise Senior Living is responsible for providing the highest level of quality care and services to a consistent group of residents and their families in our assisted living and reminiscence neighborhoods.Responsibilities BUILDING RELATIONSHIPS - Build meaningful relationships with a specified number of seniors and their...


  • Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    Sunrise Senior Living has been championing quality of life in senior care for over 30 years. As a Care Manager, you will have the opportunity to make a difference every day by delivering high-quality care and services to our residents.Job OverviewAs a Care Manager, you will be responsible for building meaningful relationships with seniors and their families,...


  • Newtown Square, Pennsylvania, United States Subbio Center for Plastic Surgery Full time

    Job OverviewWe are seeking a highly skilled professional to join our team as Senior Practice Manager. This role will focus on leading the day-to-day functions of our busy surgical practice while overseeing growth and expansion. Our mission is to deliver exceptional patient experiences, without compromise. With international recognition, patients travel from...

  • Senior Care Nurse

    5 days ago


    Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    About the RoleAt Sunrise Senior Living, we are passionate about delivering high-quality care with a personal touch. Our team members play a vital role in making a difference in the lives of our residents, and we are seeking a dedicated Senior Care Nurse to join our team.Job OverviewThe Senior Care Nurse is responsible for promoting the overall well-being of...


  • Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    Sunrise Senior Living is a champion of quality of life for all seniors, providing high-quality care with a personal touch and encouraging our residents to enjoy life to the fullest.The care-focused environment we create for residents extends to our team members, offering programs, rewards, and benefits to help you live your best. As a Wellness Nurse, you...


  • Newtown Square, Pennsylvania, United States Aloaye Home Health Care Agency LLC Full time

    Job DescriptionWe are seeking a Senior Care Marketing Manager to join our team at Aloaye Home Health Care Agency LLC. The ideal candidate will possess prior experience in marketing, business administration, and communication, and demonstrate exceptional skills in developing and implementing effective marketing strategies.As a key member of our team, you will...


  • Newtown Square, Pennsylvania, United States White Horse Village Full time

    **Job Summary**We are seeking a seasoned professional to serve as our SENIOR MANAGER, COMMUNITY LIFE. In this role, you will lead the planning, development, and implementation of programs and services that foster a sense of community among our residents.Key responsibilities include:Program Planning: Develop and implement programs that promote socialization,...


  • Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    We are seeking a dedicated and compassionate Care Manager to join our team at Sunrise Senior Living. As a Care Manager, you will play a vital role in delivering high-quality care and services to our residents, and making a positive impact on their lives.Responsibilities and QualificationsProvide assistance with activities of daily living and attend to...


  • Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    At Sunrise Senior Living, our mission is to champion quality of life for all seniors. As a Care Manager, you will play a vital role in delivering high-quality care and services to a consistent group of residents and their families in our assisted living and reminiscence neighborhoods.Job ResponsibilitiesBuild meaningful relationships with seniors and their...


  • Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    Sunrise Senior Living, a leading provider of senior care services, is committed to delivering exceptional quality of life for our residents and their families.Our MissionWe believe that every individual deserves to live with dignity and respect. Our team members are passionate about providing personalized care and support to our residents, helping them to...


  • Newtown Square, Pennsylvania, United States Vanguard Full time

    About UsVanguard is a leading provider of investment management and wealth management services. We are dedicated to helping individuals, families, and institutions achieve their financial goals through our range of products and services.Culture and ValuesWe value diversity, equity, and inclusion, believing that a diverse and inclusive workplace is essential...


  • Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    Job OverviewSunrise Senior Living is a renowned provider of senior care services, committed to championing quality of life for all seniors. We are seeking a dedicated Caregiver Support Specialist to join our team at Sunrise of Newtown Square.About the RoleWe provide exceptional care and services to our residents in assisted living and reminiscence...


  • Newtown Square, Pennsylvania, United States Welcome Wagon Full time

    Flexible Commission-Only Sales RoleWe offer a flexible commission-only sales role with unlimited income potential. You will work independently from home and out in the field in your local territory, selling consultative advertising including Direct Mail, Digital Marketing, and Online Media programs within your local market.The benefits of this role...


  • Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    Sunrise Senior Living: Championing Quality of Life for SeniorsWe are passionate about our mission to provide exceptional care and services to seniors in a supportive and nurturing environment. At Sunrise Senior Living, our team members are the key to delivering high-quality care with a personal touch.As a Care Manager, you will be responsible for providing...

  • Caregiver Assistant

    1 month ago


    Newtown Square, Pennsylvania, United States Sunrise Senior Living Full time

    Job Title:Caregiver">Job Summary:">We are seeking a compassionate and dedicated Care Manager to join our team at Sunrise Senior Living. As a Care Manager, you will provide high-quality care and services to our residents and their families, ensuring their physical, emotional, and social needs are met.Responsibilities:">Your primary responsibilities will...