Vaco by Highspring · 20 hours ago
Lead Financial Advisor
Waukesha, WI
Full-time
Onsite
Senior Level
$85K/yr - $100K/yrVaco is partnering with a growing financial planning firm in the Waukesha area to hire a Financial Advisor. This role is ideal for an advisor who enjoys relationship-based advising, comprehensive planning, and managing an established book of business without cold calling.
Staffing & Recruiting
Hiring Manager
MacKenzie Melter
Responsibilities
Develop, present, and implement customized financial plans for clients
Provide comprehensive advice across investments, retirement, insurance, annuities, and long-term care strategies
Participate in firm-hosted workshops, seminars, and client presentations
Build and maintain long-term client relationships through proactive communication and planning
Manage and grow an existing book of business provided by the firm
Qualification
Required
Bachelor's degree required
Active Series 65 or Series 66 and 7
Active Life and Health insurance license
Benefits
Medical, dental, and vision benefits
401(k) retirement plan
Additional bonus opportunities
Complimentary food and amenities
Company
Vaco by Highspring
Vaco is the Talent Solutions division of Highspring, a leading global professional services organization.
5001-10000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase