Lead Financial Advisor
Listed on 2026-01-26
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Sales
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Finance & Banking
Financial Consultant
Vaco is partnering with a growing financial planning firm in the Waukesha area to hire a Financial Advisor
. This role is ideal for an advisor who enjoys relationship-based advising, comprehensive planning, and working with an established book of business—
no cold calling required
.
Develop, present, and implement customized financial plans for clients
Provide comprehensive advice across investments, retirement, insurance, annuities, and long-term care strategies
Participate in firm-hosted workshops, seminars, and client presentations
Build and maintain long-term client relationships through proactive communication and planning
Manage and grow an existing book of business provided by the firm
CRM:
SalesforceGoogle Workspace
Mac-based environment
Bachelor’s degree required
Active Series 65 or Series 66 and 7
Active Life and Health insurance license
Established book of prospects provided
Competitive base compensation plus commission structure
Additional bonus opportunities
Supportive, collaborative leadership team
Modern office environment with complimentary food and amenities
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