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Urgent! Senior Wealth Advisor Job Opening In Scottsdale – Now Hiring Vanguard
Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients.
Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance?
Vanguard is seeking Sr. Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive with competitive compensation, outstanding benefits, and a culture of inclusivity and support.
Elevate your career and make a lasting impact with a leader in the financial industry!
As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals.
You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.
Responsibilities
Senior Wealth Advisors onboard clients and manage a book of business which can include high-profile, and influential individuals and families.
By communicating Vanguard’s investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Senior Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investment methodology.
Senior Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services.
They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators
As experts in the advice space, Senior Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets and the financial industry and are willing to coach and support their peers.
Why You'll Love Working Here:
Compensation and Benefits:
To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/
Qualifications
Considerations
Are you ready to take the next step in your career?
We look forward to reviewing your application and learning more about you!
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.
✨ Smart • Intelligent • Private • Secure
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Unlock Your Senior Wealth Potential: Insight & Career Growth Guide
Real-time Senior Wealth Jobs Trends in Scottsdale, United States (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Senior Wealth in Scottsdale, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 188340 jobs in United States and 323 jobs in Scottsdale. This comprehensive analysis highlights market share and opportunities for professionals in Senior Wealth roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! Vanguard is currently hiring and seeking a Senior Wealth Advisor to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Senior Wealth Advisor Jobs Scottsdale.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Vanguard adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Senior Wealth Advisor Jobs United States varies, but the pay scale is rated "Standard" in Scottsdale. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Senior Wealth Advisor typically include Financial Specialists and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your Senior Wealth Advisor interview at Vanguard, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Vanguard's products or services and be prepared to discuss how you can contribute to their success.
By following these tips, you can increase your chances of making a positive impression and landing the job!
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