Vaco
Associate Advisor - Client Experience & Financial Planning
A growing advisory team in the financial services sector is seeking an
Associate Advisor
to support client relationship management, financial plan development, and overall client experience initiatives.
Overview In this role you will build long‑term client relationships, develop and execute financial plans, and collaborate with senior advisors to ensure clients achieve their goals.
Key Responsibilities Client Engagement & Relationship Support
Participate in client meetings and reviews to gather goals, assess needs, and discuss tailored financial strategies.
Maintain consistent communication to strengthen long‑term relationships and enhance the client experience.
Update and manage client information within internal tracking and planning systems.
Financial Planning & Analysis
Assist in creating comprehensive financial strategies encompassing investments, retirement readiness, risk management, and estate considerations.
Collaborate with senior advisors to review data, interpret reports, and recommend plan adjustments based on client goals and market trends.
Ongoing Plan Management
Monitor client plans to ensure alignment with objectives and evolving circumstances.
Support the delivery of timely updates, follow‑ups, and service reviews in coordination with lead advisors.
Team Collaboration
Partner with colleagues across advisory, operations, and planning functions to provide seamless client service.
Share insights and contribute to collective problem‑solving to enhance overall advisory performance.
Preferred Background
2+ years in a financial advisory, client service, or planning support role (wealth management, financial planning, or related environment preferred).
Strong communication, organization, and analytical skills.
Familiarity with financial planning software, CRM systems, or investment platforms (specific systems will be trained on).
Progress toward professional certification (e.g., CFP, CFA, or similar) is a plus.
Work Model Hybrid or in‑office within the regional advisory network (exact location determined by assigned advisor team). Compensation includes base salary, potential discretionary bonuses, and benefits such as medical, dental, vision, and 401(k).
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 or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present you as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
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Associate Advisor
to support client relationship management, financial plan development, and overall client experience initiatives.
Overview In this role you will build long‑term client relationships, develop and execute financial plans, and collaborate with senior advisors to ensure clients achieve their goals.
Key Responsibilities Client Engagement & Relationship Support
Participate in client meetings and reviews to gather goals, assess needs, and discuss tailored financial strategies.
Maintain consistent communication to strengthen long‑term relationships and enhance the client experience.
Update and manage client information within internal tracking and planning systems.
Financial Planning & Analysis
Assist in creating comprehensive financial strategies encompassing investments, retirement readiness, risk management, and estate considerations.
Collaborate with senior advisors to review data, interpret reports, and recommend plan adjustments based on client goals and market trends.
Ongoing Plan Management
Monitor client plans to ensure alignment with objectives and evolving circumstances.
Support the delivery of timely updates, follow‑ups, and service reviews in coordination with lead advisors.
Team Collaboration
Partner with colleagues across advisory, operations, and planning functions to provide seamless client service.
Share insights and contribute to collective problem‑solving to enhance overall advisory performance.
Preferred Background
2+ years in a financial advisory, client service, or planning support role (wealth management, financial planning, or related environment preferred).
Strong communication, organization, and analytical skills.
Familiarity with financial planning software, CRM systems, or investment platforms (specific systems will be trained on).
Progress toward professional certification (e.g., CFP, CFA, or similar) is a plus.
Work Model Hybrid or in‑office within the regional advisory network (exact location determined by assigned advisor team). Compensation includes base salary, potential discretionary bonuses, and benefits such as medical, dental, vision, and 401(k).
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 or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present you as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
#J-18808-Ljbffr