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Financial Advisor

Vaco
$80,000.00 - $100,000.00 / yr
401(k), retirement plan
United States, Kentucky, Lexington
Apr 19, 2025

We are seeking a knowledgeable and client-focused Financial Advisor. The Financial Advisor will build strong relationships with clients, ensuring their financial needs are met with integrity and professionalism.

Key Responsibilities:
  • Client Consultation:Meet with clients to assess their financial needs and objectives, providing personalized financial advice.
  • Financial Planning:Develop comprehensive financial plans that address clients' goals, including investments, insurance, retirement, and estate planning.
  • Investment Management:Recommend suitable investment products and manage client portfolios to optimize returns while mitigating risks.
  • Market Research:Stay updated on financial markets, trends, and regulations to provide informed advice and recommendations.
  • Relationship Building:Cultivate and maintain strong client relationships, ensuring client satisfaction and retention.
  • Compliance:Adhere to industry regulations and company policies, maintaining accurate records of client interactions and transactions.
  • Education and Development:Continuously improve financial knowledge and skills through ongoing education and certification programs.
Qualifications:
  • Proven experience as a Financial Advisor or in a similar role, with a solid understanding of financial products and services.
  • Excellent communication and interpersonal skills, with a customer-oriented mindset.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and manage multiple client relationships effectively.
  • Proficiency in financial planning software and MS Office Suite.
Benefits:
  • Competitive salary.
  • Comprehensive health and wellness benefits.
  • Retirement savings plan with company match.
  • Professional development opportunities.
  • Supportive team environment and a strong company culture.

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 values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

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 HR@vaco.com .

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

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
  • Virginia residents may access our state specific policies here.
  • Residents of all other states may access our policies here.
  • Canadian residents may access our policies in English here and in French here.
  • Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

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