Malvern, Pennsylvania, 19355
Wealth Advisors are responsible for overseeing a portfolio dedicated to Ultra High Net Worth clients, delivering customized financial planning and asset management services. They work in partnership with internal specialists to meet intricate requirements, such as tax planning, estate considerations, and trust oversight. Applicants should possess a CFP designation and have over 7 years of experience in providing financial guidance and managing client relationships. A Series 7, 63, or 66 regulatory license is mandatory, along with exceptional communication abilities and a polished professional demeanor.
Vanguard provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
