Wealth Planning Consultant, Senior Specialist

September 21, 2023

Newtown Square, PA, US

September 21, 2023
Charlotte, NC, US
Newtown Square, PA, US

Job Requisition #157113

As a Senior Tax and Wealth Planning Specialist, you’ll be part of a team advising our Personal Advisor Wealth Management (PAWM) ultra-high net worth clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial planning analysis. You will provide trusted advice, education and a world class client experience and play an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.

In this role, you will

Leverage expert knowledge of complex income and estate tax and financial planning topics to develop holistic solutions for clients with net worth of $15MM+, focused on advanced estate, wealth transfer and income tax planning strategies; executive compensation issues; business owner transition; asset protection; insurance planning; and suitability of prospective trusteeships.

Review and analyze complex estate and wealth planning documents and income tax returns.

Communicate effectively with and accurately interpret ideas, information, and of complex ultra-high net worth clients and families.

Maintain an understanding of financial, estate, and income tax planning topics; and stay current with personal income and wealth transfer tax laws and wealth management industry trends and competitive offerings.

Supports Wealth & Estate Planning Services in its effort to build and develop wealth planning acumen of PAWM advisors.

Possess strong relationship management and team building skills, and views team concept as critical to model.

Participate in special projects and performs other duties as assigned.

What it takes

Knowledge of wealth management industry trends and developments
Strong client relationship, communication, leadership, and interpersonal skills.
Proven ability to identify opportunities and execute solutions both strategically and tactically.
Proven ability to work with tenured financial professionals, and relationship managers in team environment, and facilitate a collaborative environment.
Undergraduate degree required. Masters in taxation, JD or CPA or equivalent combination of training and experience preferred.
. CFP preferred.
Minimum of 10 years of progressive advanced income and estate tax planning experience, including depth of experience working with ultra-high net worth clientele of $15MM+, or equivalent work experience demonstrating technical competence in advanced income and estate planning strategies
Proficient in Microsoft applications – Word, PowerPoint, and Excel.
Ability to travel 20 – 30%.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so, can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

September 21, 2023

Charlotte, NC, US

Job Requisition #157113

Transcript

As a Senior Tax and Wealth Planning Specialist, you’ll be part of a team advising our Personal Advisor Wealth Management (PAWM) ultra-high net worth clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial planning analysis. You will provide trusted advice, education and a world class client experience and play an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.

In this role, you will

Leverage expert knowledge of complex income and estate tax and financial planning topics to develop holistic solutions for clients with net worth of $15MM+, focused on advanced estate, wealth transfer and income tax planning strategies; executive compensation issues; business owner transition; asset protection; insurance planning; and suitability of prospective trusteeships.

Review and analyze complex estate and wealth planning documents and income tax returns.

Communicate effectively with and accurately interpret ideas, information, and of complex ultra-high net worth clients and families.

Maintain an understanding of financial, estate, and income tax planning topics; and stay current with personal income and wealth transfer tax laws and wealth management industry trends and competitive offerings.

Supports Wealth & Estate Planning Services in its effort to build and develop wealth planning acumen of PAWM advisors.

Possess strong relationship management and team building skills, and views team concept as critical to model.

Participate in special projects and performs other duties as assigned.

What it takes

Knowledge of wealth management industry trends and developments
Strong client relationship, communication, leadership, and interpersonal skills.
Proven ability to identify opportunities and execute solutions both strategically and tactically.
Proven ability to work with tenured financial professionals, and relationship managers in team environment, and facilitate a collaborative environment.
Undergraduate degree required. Masters in taxation, JD or CPA or equivalent combination of training and experience preferred.
. CFP preferred.
Minimum of 10 years of progressive advanced income and estate tax planning experience, including depth of experience working with ultra-high net worth clientele of $15MM+, or equivalent work experience demonstrating technical competence in advanced income and estate planning strategies
Proficient in Microsoft applications – Word, PowerPoint, and Excel.
Ability to travel 20 – 30%.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so, can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.