About this role
Wealth Planning Consultant at Vanguard. Location: Scottsdale or Charlotte or Malvern. Role: providing consultation, reviewing documentation, analyzing processes Requirements: Undergraduate degree required; 5+ years related experience and 2 years project management experience preferred. Graduate degrees (JD, MBA, Master of Tax) or CFP/CPA/law preferred. Hybrid, office commute required; up to 20% travel. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cpa, law Commitment: Full Time Workplace: Hybrid Languages: English