Wealth Planning Consultant, Senior Specialist

What you’d do

Provide income tax, estate, and wealth planning consultations to Vanguard's largest advised clients, researching issues and preparing client deliverables. Also guide and develop other planning crew and partner with financial advisors. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Undergraduate degree
• Graduate degree (JD, MBA, Master of Tax) or equivalent
• Minimum 8 years related work experience
• 4 years project management experience preferred
• Financial services experience encouraged