Wealth Planning Consultant, Specialist

Our Group(12 days ago)

HybridFull TimeSenior$126,299 - $169,049 (estimated)Advice and Wealth Management

About this role

A Wealth Planning Consultant, Specialist at Vanguard provides advanced estate, income tax, and financial planning advice to ultra-high net worth clients. The role emphasizes client service, expertise in wealth management topics, and collaboration with financial advisors to enhance client outcomes.

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Required Skills

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

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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