Relationship Advisor
Milwaukee Succeeds, Waukesha, WI, United States
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 .
Responsibilities
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
Qualifications
Bachelor's degree required
Active Series 65 or Series 66 and 7
Active Life and Health insurance license
Benefits
Established book of prospects provided
Competitive compensation and commission structure
Additional performance-based bonus opportunities
Supportive, collaborative leadership teamModern office environment with complimentary food and beverages
Incentive trips awarded for achieving annual goals
Pay Transparency Compensation for this role includes a competitive base salary and commission structure, additional performance-based bonuses, and eligibility for a 401(k) retirement plan. The specific salary range will be disclosed in accordance with local law and may vary based on experience, skill set, and geographic location.
EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, religion, national origin, age, disability, veteran status, or any other protected characteristic as required by federal, state or local law.
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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 .
Responsibilities
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
Qualifications
Bachelor's degree required
Active Series 65 or Series 66 and 7
Active Life and Health insurance license
Benefits
Established book of prospects provided
Competitive compensation and commission structure
Additional performance-based bonus opportunities
Supportive, collaborative leadership teamModern office environment with complimentary food and beverages
Incentive trips awarded for achieving annual goals
Pay Transparency Compensation for this role includes a competitive base salary and commission structure, additional performance-based bonuses, and eligibility for a 401(k) retirement plan. The specific salary range will be disclosed in accordance with local law and may vary based on experience, skill set, and geographic location.
EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, religion, national origin, age, disability, veteran status, or any other protected characteristic as required by federal, state or local law.
#J-18808-Ljbffr