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Years of Experience
Date Last Verified
Tax & Wealth Planning Specialist The candidate will provide financial and income tax planning consultations to a wide spectrum of Personal Advisor Service clients and prospects. Develops an understanding of the client's financial situation and future needs through analysis of their current financial condition. Works with the clients' other advisors to coordinate and ensure consistent delivery of financial planning services. Topics for consultation would include, but are not limited to: General Principles of Finance and Financial Planning, Insurance, Employee Benefits, Investments, Income tax, Estate, and Retirement planning. Will understand and analyzes clientâ€™s circumstances and objectives, reviews clientâ€™s estate wealth planning documents (estate planning, income tax, and other related documents) and makes appropriate recommendations. Educates client with respect to wealth planning matters.will assist in developing financial planning methodology and market positioning for PAS advisors and offer. Will articulate technical concepts in an understandable way. Documents and provides subsequent communications to Personal Advisor Service clients and internal business partners. Will serve as a departmental subject matter expert on income tax and financial planning. Supports internal financial advisors on their client's financial planning needs and provides guidance on the most complex issues. Provides proactive subject matter expertise to department through training, distribution of relevant articles and literature, and various other forums. Contributes to external positioning regarding financial planning matters on vanguard.com, blog articles, new articles, etc. Will maintain an in-depth understanding of compliance, regulatory and departmental policies and procedures. Maintains in-depth understanding of the competitive landscape and market trends. Will participate in special projects and performs other duties as assigned.
Qualification and Experience
The candidate will have undergraduate degree in finance-related discipline. Masters in Taxation or Juris Doctorate or CPA strongly. Should have minimum of 8 years of progressive financial planning and income tax planning experience, including working with ultra high net worth clientele. Must have CFP(R). must have proven ability to practice discretion in confidential matters. Must have proven ability to effectively communicate with clients and other crew members at all levels. Should have strong verbal and written communication skills. Should have broad knowledge of Vanguard funds in addition to the mutual fund industry in general. Should have excellent writing, speaking and client relationship skills.
Ref : 112440
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