Senior Wealth Advisor

Our Group(5 months ago)

HybridFull TimeSenior$0 - $0Wealth Management

About this role

A Senior Wealth Advisor at Vanguard within the Advice and Wealth Management division provides expert financial guidance and develops tailored strategies for Ultra High Net Worth clients. The role focuses on serving clients with $5–15M in investable assets using Vanguard products and the firm’s wealth management offerings. It supports Vanguard’s mission of long-term client financial wellbeing and professional development.

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Required Skills

Financial Planning
Portfolio Management
Relationship Management
Trust Management
Estate Planning
Tax Strategies
Client Onboarding
Investment Strategies
Executive Communication

Qualifications

CFP®
CFA
CTFA
CPA
Series 7
Series 63
Series 66
SIE

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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