Wealth Planning Consultant, Senior Specialist

Our Group(15 days ago)

HybridFull TimeSenior$90,000 - $150,000Advice and Wealth Management

About this role

A Senior Wealth Planning Consultant at Vanguard advises ultra-high net worth clients on estate, income tax, and financial planning, providing expert insights and tailored solutions. The role involves collaborating with financial advisors, developing thought leadership, and improving client services while maintaining compliance with regulations.

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Required Skills

Estate Planning
Tax Planning
Financial Analysis
Client Relationship
Regulatory Compliance
Wealth Management
Financial Advisory
Project Management
Financial Services
Investment Strategies

Qualifications

Undergraduate Degree

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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