Senior Wealth Advisor
Vanguard
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.
Skills
Qualifications
About Vanguard
vanguardjobs.comVanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.
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About Vanguard
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Vanguard.
Salary
$0
per year