Vaco by Highspring · 2 hours ago
Relationship Advisor
Waukesha, WI
Full-time
Onsite
Mid Level
$75K/yr - $100K/yrVaco by Highspring is partnering with a growing financial planning firm in Waukesha to hire a Relationship Advisor. This role focuses on building long-term client relationships through comprehensive planning, education, and ongoing support.
Staffing & Recruiting
Hiring Manager
MacKenzie Melter
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
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
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