FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing tailored financial strategies for Ultra High Net Worth clients, with a strong focus on portfolio management, financial planning, and trust and estate planning. Possesses advanced knowledge of capital markets and investment strategies, complemented by excellent communication skills and an executive presence.
Highest-signal resume keywords
CFP® DesignationSeries 7 LicenseFinancial PlanningTrust and Estate PlanningRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Strategies DevelopmentPortfolio ManagementInvestment StrategiesTax StrategiesWealth ManagementClient OnboardingBook of Business ManagementRisk Tolerance AssessmentPhilanthropic GivingCorporate Trust Services
Soft Skills
Excellent Communication SkillsExecutive PresenceCoaching and Support
Tools & Technologies
Vanguard ProductsFinancial Planning Software
Certifications & Qualifications
CFP®Series 7Series 63Series 66CFACTFACPA
Industry Keywords
Ultra High Net WorthCapital MarketsFinancial Industry RegulationsInvestment PhilosophyClient Suitability
About the role
Key responsibilities & impact- Develop tailored financial strategies for Ultra High Net Worth clients with $5–15M in investable assets
- Provide ongoing portfolio management solutions using Vanguard products and wealth management services
- Onboard clients and manage a book of business, including high-profile and influential individuals and families
- Communicate Vanguard’s investment philosophy and make recommendations based on client suitability and risk tolerance
- Advise on saving and spending strategies and provide financial planning solutions
- Partner with internal resources on investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services
- Manage trusts as an investment manager and when Vanguard serves as corporate trustee, partnering with internal Trust Administrators
- Maintain advanced knowledge of financial planning, capital markets, and the financial industry
- Coach and support peers
- Travel occasionally to clients, sites, or local/national professional conferences as needed
Requirements
What you’ll need- CFP® designation required
- Series 7, 63 or 66 regulatory license and/or registration required, as determined by Compliance based on role-specific duties
- SIE or ability to acquire once in the role
- 7+ years of financial advice, financial planning, book of business management and relationship management experience
- Experience applying trust and estate planning knowledge to help preserve client wealth
- In-depth knowledge of financial planning, investment strategies, and industry regulations
- Excellent written and verbal communication skills
- Strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits
- CFA, CTFA or CPA preferred
- Occasional travel may be required to clients, sites, or professional conferences
- Vanguard is not offering visa sponsorship for this position
Benefits
Comp & perks- Competitive compensation
- Outstanding benefits
- Work-life harmony
- Professional development opportunities
- Inclusive and supportive work environment
- Performance bonus opportunities
- Annual cash award through the Partnership Plan tied to collective company performance and client outcomes
- Merit-based salary increases
- Relocation available to those who qualify