Senior Wealth Advisor, Advice & Wealth Management

Our Group(5 days ago)

HybridFull TimeSenior$135,356 - $180,115 (estimated)Advice & Wealth Management

About this role

Vanguard is seeking a Senior Wealth Advisor to serve the company's ultra-high-net-worth and complex clients, focusing on delivering personalized investment and wealth management solutions. The role involves building deep client relationships, collaborating with internal specialists, and guiding clients towards their long-term financial goals. This position is integral to Vanguard's expansion into premium wealth management services.

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Required Skills

Financial Planning
Relationship Management
Investment Strategies
Wealth Management
Client Service
Estate Planning
Tax Strategies
Charitable Planning
Vanguard Products
Financial Advice

Qualifications

Series 7 License
Series 63 License
CFP Certification

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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