Lead Financial Advisor

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:
  Salesforce

• Google 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