High Net Worth Client Case Representative

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-11-04

Job description

About the role

Are you a FINRA Series 7 and Series 63 licensed professional who enjoys building relationships and helping clients navigate important life and financial events? Join Vanguard as a High Net Worth Client Case Representative supporting our Personal Investor clients.

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success." In this role, you'll help simplify complex financial processes, guide clients through major life events, and create experiences that build confidence, trust, and long-term relationships.

This role follows a hybrid work model (in office Tuesday through Thursday).

Relationship Building: Grow and nurture meaningful relationships with clients, becoming their trusted resource during pivotal moments.

Expertise and Simplicity: Take the complexity out of financial processes, ensuring clients feel confident and secure.

Autonomy and Empowerment: Enjoy the autonomy of owning the client relationship from start to finish, making decisions that best serve the client's needs.

Base salary for this role ranges from $65,000 to $80,000 based on relevant experience and licenses held. In addition, eligible candidates will receive a $20,000 licensing bonus for bringing your active Series 7 and Series 63 licenses.

Key Responsibilities

As a High Net Worth Client Case Representative, you will:

• Serve as the primary point of contact for clients navigating account onboarding, ownership changes, and other complex situations requiring dedicated support.

• Build and maintain strong, meaningful relationships with clients.

• Provide expert support during critical moments in clients' financial journeys.

• Simplify complex processes and ensure a seamless client experience.

• Foster trust and reliability through consistent, high-quality service.

• Educate clients on Vanguard's product and service offerings to enhance the client experience and fulfill investment needs.

• Active FINRA Series 7 and Series 63 licenses at time of hire.

• 1+ years of experience in financial services.

• Undergraduate degree or equivalent combination of training and experience required.

• Client service and relationship management skills.

• Excellent communication and interpersonal abilities.

• Ability to manage ambiguity and utilize resources effectively.

• Experience managing complex client situations or case-based service interactions.

• Experience supporting high-net-worth clients.

• Knowledge of brokerage, retirement, or investment products.

• Ability to adapt to a fast-paced, evolving environment.

Explore around this job

Field: Sales and Customers Sub-niche: Account management All jobs at Vanguard Jobs in North Carolina Jobs in Charlotte, NC Charlotte city guide North Carolina state guide Mecklenburg County economy

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About the role

This is a Mid Level role in the Sales and Customers field (Account management) at Vanguard. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

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How to prepare and behave

This is editorial guidance, not information from the employer.

• Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
• Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
• Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
• Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
• Be honest about gaps; say what you did to learn and how fast you can close them.
• Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
• When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
• Send a short thank-you message within a day, mentioning one thing you discussed.
• Bring concrete results (numbers, quotas, retained clients) and be ready for a role-play.

Know your rights as a candidate and an employee:

• U.S. Equal Employment Opportunity Commission: prohibited employment practices
• U.S. Department of Labor: Wage and Hour Division
• CareerOneStop (U.S. Department of Labor): job search help, interview tips and resumes
• USA.gov: avoiding job scams

The city

The job is in Charlotte, NC. Below is what the official statistics say about living and working there.

How Charlotte compares. Among the 100 largest places in North Carolina, Charlotte is #1 by population, #9 for remote work (#1 = most), #77 for rent (#1 = cheapest), #72 for homeownership (#1 = highest). Its county, Mecklenburg County, is #2 of 100 counties for average pay ($88,111).

The place in numbers

Charlotte has 903,844 residents (ACS 2020–2024), about 8.4% of the population of North Carolina. It covers 312 square miles of land, which works out to roughly 2,901 people per square mile. The median age is 34.5, 12% younger than the state median (34.5 against 39.1).

Housing

The median gross rent is $1,612 a month (rent plus utilities), 31% above the state median ($1,612 against $1,228). Over a year that is 23.6% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $385,700, which is 4.7 times the median household income ($82,068). 51.0% of households own their home, 23% below the state average (51.0% against 66.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Charlotte-Concord-Gastonia, NC-SC metropolitan area has 1,358,370 jobs in the BLS wage survey, and the median pay across all occupations is $49,990 a year, about the same as the national median ($49,990 against $50,980). The biggest occupation groups are office and administrative support (146,340 jobs, median $47,210); transportation and material moving (142,580 jobs, median $40,550); sales and related (139,760 jobs, median $40,880). The area is most specialised in computer and mathematical (1.4 times) and business and financial operations (1.3 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($133,220) and computer and mathematical ($120,930). In 2026M09 the unemployment rate of Mecklenburg County was 3.3%. 72.4% of residents aged 16 and over are in the labour force. The city lies in Mecklenburg County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 57.4% drive alone, 1.9% use public transit, 1.7% walk, 28.8% work from home. 10.6% of workers commute 45 minutes or more, 24% below the state average (10.6% against 13.9%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.

People and education

48.0% of adults aged 25 and over hold a bachelor's degree or higher, 35% above the state share (48.0% against 35.6%). 18.7% of residents were born outside the United States, 106% above the state share (18.7% against 9.1%). The poverty rate is 11.7%, 10% below the state rate (11.7% against 13.0%).

Climate

The warmest month is Jul, averaging 81°F (27.1°C), and the coolest is Jan at 40°F (4.4°C). About 1,146 mm (45 inches) of precipitation falls in a year; Jul is the wettest month (112 mm) and Jan the driest (80 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Pineville (9 miles, rent 4% lower); Matthews (9 miles, rent 9% higher); Mint Hill (10 miles, rent 5% lower); Stallings (12 miles, rent 17% higher). Rent differences are against Charlotte; use the Compare tab to put any two cities side by side.

Full guide to Charlotte →North Carolina guideAll jobs in Charlotte

Official links for Charlotte

• Official website of Charlotte: charlottenc.gov
• Census Bureau data profile for Charlotte
• Official state website: nc.gov
• BLS Economy at a Glance: North Carolina

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Charlotte, NC that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Sales and Customers, where your skills may carry over:

Customer success and service (302) Sales and business development (1467)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Charlotte, NC is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Nearby cities with open jobs (within 120 miles)

The employer

Vanguard is the employer in this listing. See all its open jobs here →

We do not hold headcount or revenue for this employer. Check its careers site and, if it is listed on a stock exchange, its public filings (SEC EDGAR search).

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

Other open jobs at Vanguard

Similar jobs

Same sub-niche: Account management

More jobs in Charlotte, NC

All Account management jobs → · All Sales and Customers sub-niches →

FAQ

What is the High Net Worth Client Case Representative job at Vanguard?

A mid level role in sales and customers (account management) listed 4 days ago. The full description is on this page and on The Muse.

Where is this job?

Charlotte, NC.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Charlotte is $1,612 a month and median household income $82,068 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-11-04 (4 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse account management jobs in North Carolina.

Sources and terms

• Job data: The Muse public API (listing dated 2026-11-04). The job disappears from this site when it disappears from the source.
• Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
• City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)