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. Additional disclaimer:
Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied.

Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.