About this role
Wealth Management Senior Specialist at Vanguard. Location: Malvern or Charlotte. Role: performing analysis, preparing materials, leading research Requirements: Deep expertise in tax, estate, and financial planning; 8 years related experience (including 5 years wealth management research); graduate degree preferred; CPA or CFP preferred. Category: Finance and Accounting Seniority: Senior Level Certifications: cpa, cfp Commitment: Full Time Workplace: Hybrid Languages: English