Senior Wealth Management Consultant
3 weeks ago
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 RoleThis 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
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 VanguardVanguard 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.
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