Financial Advisor

The Financial Advisor is responsible for providing personalized financial guidance to individual clients, helping them achieve their short? and long?term financial goals. This role focuses on client advisory, relationship management, and ongoing financial planning support while operating in a fiduciary capacity. The advisor will build trusted client relationships through proactive communication and tailored financial recommendations.

• Serve as a primary point of contact for assigned clients, delivering ongoing financial advice and support
• Conduct client meetings to assess financial goals, risk tolerance, and investment objectives
• Develop and maintain personalized financial plans, including retirement, investment, and wealth strategies
• Monitor client portfolios and recommend adjustments based on market conditions and client needs
• Educate clients on financial products, strategies, and market trends in a clear and professional manner
• Maintain accurate client documentation and ensure compliance with regulatory requirements
• Collaborate with internal partners to deliver a seamless client experience
• Support client onboarding, account maintenance, and periodic reviews

• Bachelor's degree in Finance, Business, Economics, or a related field preferred
• Active Series 65 license required
• 1-3+ years of experience in a financial advisory, wealth management, or client?facing financial role
• Strong client relationship and communication skills
• Ability to explain financial concepts to clients with varying levels of financial knowledge
• High level of professionalism, integrity, and attention to detail

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting.

The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), 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  .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

• Vaco by Highspring is an equal opportunity employer and does not discriminate against any individual on the basis of a protected class as defined by applicable law.