Wealth Planning Consultant, Senior Specialist-2

Vanguard Job Opportunity

Wealth Planning Consultant, Senior Specialist-2

Location(s) Malvern, PA, US; Scottsdale, AZ, US; Charlotte, NC, US; Malvern, PA, US

Work model Hybrid

Date posted October 4, 2026

Job requisition 179637

Provides wealth planning consultations and support to Vanguard's largest and most complex clients and financial advisors.

Job description

Benefits and rewards

As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing 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.

This role will be within the Advice and Wealth Management division assisting our ultra-high-net-worth clients with planning and strategy in the areas of income tax, advanced estate planning, and financial planning.

Core Responsibilities

1. Provide estate planning, income tax, and/or wealth planning consultations to the largest Vanguard advised clients.
2. Review client's information and relevant documentation, research client issues, perform analysis to provide suggested solutions, and create client deliverables.
3. Guide and develop other wealth and estate planning crew within advice offer to help them grow to the next level.
4. Partner with financial advisors as they support clients in these subject areas and follow Vanguard's investment methodology.
5. Align with wealth and estate planning crew who provide consultations to Vanguard's clients in other divisions to ensure services in all offers are similar in philosophy and design.
6. Serve as an internal and external subject matter expert on wealth planning topics. Contribute to thought leadership initiatives and Vanguard's external publications.
7. Analyze internal systems and processes to identify opportunities to improve the client experience and mitigate risk.
8. Maintain a strong knowledge of compliance, regulatory, and departmental policies and procedures, as well as general market trends.
9. Support department and team initiatives.
10. Participate in special projects and perform other duties as assigned.

Qualifications

• Undergraduate degree required. Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience required.

• Minimum of eight years related work experience in a related field and four years of project management experience preferred.

• Experience in financial services encouraged.

• Active Law License, CFP, or CPA preferred, as well as other designations.

• Other Considerations

• Remote is available for candidates residing farther than 40 miles from our Charlotte, NC, Dallas, TX, Malvern, PA, or Scottsdale, AZ offices. Those residing within 40 miles of these office locations will follow a hybrid three-day in office work schedule.

• Travel will be required to Vanguard offices for training, offsites, or client meetings in other locations. Travel for these purposes is anticipated to be 30%, especially for those working remotely.

• Experience working remotely with demonstration of the ability to work independently while being a contributing member of a team is preferred as the schedule will be fully remote or hybrid with two days remote.

• Special Factors

• Sponsorship

• Vanguard is not offering visa sponsorship for this position.

• About Vanguard

• At Vanguard, we don't just have a mission—we're on a mission.

• To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

• 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 you

• Vanguard takes the same long-term view of your success—at work and in life—with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.

Our Total Rewards programs provide you and your loved ones with wellness support for key areas in your life:

• Financial wellness

• Physical wellness

• Personal wellness

• Learn more about our complete benefits and rewards package

• 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 if you need assistance completing this application or to otherwise participate in the application process.

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• 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