Vaco is partnering with a
growing financial planning firm
in the Waukesha area to hire a
Relationship Advisor . This role focuses on building long-term existing client relationships through comprehensive planning, education, and ongoing support— not cold calling . What You’ll Be Handling:
Prepare, present, and implement customized financial plans tailored to individual client needs
Support and participate in firm-hosted workshops, client appreciation, and educational events
Advise clients on investment strategies, retirement planning, annuities, and life and long-term care insurance
Manage, retain, and deepen client relationships through proactive communication and service
Serve as a trusted point of contact, enhancing client engagement and long-term loyalty
Tools & Systems:
CRM: Salesforce
Google Workspace
Mac-based environment
What We’re Looking For:
Bachelor’s degree required
Active Series 65
or
Series 66 and 7
Active Life and Health insurance license
What You Get:
Established book of prospects provided
Competitive compensation and commission structure
Additional performance-based bonus opportunities
Supportive, collaborative leadership team
Modern office environment with complimentary food and beverages
Incentive trips awarded for achieving annual goals
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
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growing financial planning firm
in the Waukesha area to hire a
Relationship Advisor . This role focuses on building long-term existing client relationships through comprehensive planning, education, and ongoing support— not cold calling . What You’ll Be Handling:
Prepare, present, and implement customized financial plans tailored to individual client needs
Support and participate in firm-hosted workshops, client appreciation, and educational events
Advise clients on investment strategies, retirement planning, annuities, and life and long-term care insurance
Manage, retain, and deepen client relationships through proactive communication and service
Serve as a trusted point of contact, enhancing client engagement and long-term loyalty
Tools & Systems:
CRM: Salesforce
Google Workspace
Mac-based environment
What We’re Looking For:
Bachelor’s degree required
Active Series 65
or
Series 66 and 7
Active Life and Health insurance license
What You Get:
Established book of prospects provided
Competitive compensation and commission structure
Additional performance-based bonus opportunities
Supportive, collaborative leadership team
Modern office environment with complimentary food and beverages
Incentive trips awarded for achieving annual goals
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
#J-18808-Ljbffr