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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in income tax, estate planning, and wealth planning consultations, with a strong focus on client deliverables and compliance. Proven ability to lead teams, analyze processes, and contribute to thought leadership in financial services.
Highest-signal resume keywords
Income Tax ConsultationEstate PlanningWealth PlanningProject ManagementCFP or CPA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client AnalysisFinancial PlanningRegulatory ComplianceRisk MitigationDocumentation Review
Soft Skills
Team CollaborationIndependent WorkCommunication
Certifications & Qualifications
CFPCPAJDMBAMaster of Tax
Industry Keywords
Financial ServicesWealth ManagementThought LeadershipClient ExperienceMarket Trends
About the role
Key responsibilities & impact- Provide income tax, estate planning, and/or wealth planning consultations to Vanguard's largest advised clients
- Review client information and relevant documentation, research client issues, perform analysis, suggest solutions, and create client deliverables
- Guide and develop wealth and estate planning crew within the advice offer
- Partner with financial advisors supporting clients in income tax, estate planning, and financial planning
- Align with wealth and estate planning teams in other divisions to ensure consistent service philosophy and design
- Serve as an internal and external subject matter expert on wealth planning topics
- Contribute to thought leadership initiatives and Vanguard's external publications
- Analyze internal systems and processes to improve client experience and mitigate risk
- Maintain knowledge of compliance, regulatory, departmental policies and procedures, and market trends
- Support department and team initiatives
- Participate in special projects and perform other assigned duties
- Travel to Vanguard offices for training, offsites, and client meetings
Requirements
What you’ll need- Undergraduate degree required
- Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience required
- Minimum of eight years related work experience in a related field preferred
- Four years of project management experience preferred
- Experience in financial services encouraged
- CFP, CPA, and/or active Law License preferred, as well as other designations
- Ability to commute to the Scottsdale, AZ, Charlotte, NC, or Malvern, PA offices
- Willingness to support the Arizona time zone when located outside Scottsdale
- Ability to work a hybrid three-day in-office schedule
- Ability to work independently while contributing to a team
- Visa sponsorship is not offered for this position
Benefits
Comp & perks- Hybrid working model with two days remote and three days in office
- Relocation assistance may be available for the right candidate
- Training, offsites, and client meeting opportunities
- Professional development through guiding and developing other wealth and estate planning crew
- Thought leadership and external publication opportunities