Relationship Advisor

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 team

Modern office environment with complimentary food and beverages

Incentive trips awarded for achieving annual goals

EEO Statement
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, union membership, ethnicity, gender identity, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state, or local law.

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. We encourage people of all backgrounds to apply.

Vaco by Highspring also provides reasonable accommodations for individuals with disabilities upon request. For more information, please contact HR@vaco.com.

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