Vaco Phoenix is partnering with a leading financial services organization in Austin to hire an Advisor Onboarding Specialist. This is a direct-hire opportunity offering up to $125,000 annually and requires approximately 80% travel.
Responsibilities:
- Build strong relationships with new and existing advisors through onsite visits, ongoing engagement, and retention-focused initiatives
- Serve as the primary point of contact for advisor technology platforms, coordinating issue resolution and ensuring a positive user experience
- Provide onsite transition support for newly affiliated advisor firms, assisting with onboarding, training, and change management
- Partner with internal subject matter experts to resolve advisor questions, escalations, and operational challenges
- Conduct ongoing wellness and engagement visits to reinforce advisor satisfaction and maximize adoption of available resources
- Support advisor-facing events, conferences, roundtables, podcasts, symposiums, and council meetings through communication, coordination, and execution
- Maintain retention tracking, generate reporting, monitor trends, and provide leadership with updates on advisor engagement, concerns, and resolutions
Qualifications:
- Bachelor's degree required, or a combination of 4+ years of equivalent financial services industry experience
- Strong knowledge of financial services technology platforms, CRM systems, financial planning software, performance reporting tools, and client service solutions
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.
