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Advisor Success Manager POST NUMBER: 7669235003

Nashville, TN, US
$ 1.00 - 2.00 yearly
direct hire
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The Advisor Success Manager serves as a strategic consultant to financial advisors, partnering closely with executive leadership to drive advisor growth, performance, and business optimization. This role focuses on evaluating advisory practices, identifying opportunities for improvement, and implementing actionable strategies to accelerate success across a nationwide network of teams.

Key Responsibilities

  • Partner directly with executive leadership, including the COO, CFO, and President, to support firm-wide advisor development initiatives

  • Conduct one-on-one consultations with financial advisors at all stages, from newly established books of business to highly experienced professionals

  • Analyze current business performance, identify gaps, and develop strategic growth plans tailored to individual advisors

  • Evaluate advisor practices, diagnose inefficiencies, and recommend improved processes and business strategies

  • Act as a real-time problem solver, providing actionable guidance and solutions to advisors and teams

  • Track advisor progress across defined growth phases and communicate insights through structured updates and presentations to leadership

  • Identify best practices across advisors and share insights to elevate overall performance across all teams

  • Collaborate with the Advisor Success Director and administrative support to ensure execution and follow-through on strategic initiatives

  • Monitor performance metrics and partner with finance leadership to assess revenue growth and business impact

  • Support and influence advisors in advancing through defined development phases, maintaining accountability and performance standards

  • Travel as needed, including within Texas, to support advisor engagement and development

Qualifications

  • CFP® certification required

  • 7–10 years of experience in financial services, preferably as a financial advisor or wholesaler

  • Demonstrated experience building and managing a personal book of business

  • Strong analytical and strategic thinking skills, with the ability to quickly assess and act on complex information

  • Proven ability to influence, persuade, and confidently defend recommendations in a professional setting

  • High level of energy, initiative, and executive presence

  • Exceptional interpersonal and communication skills, with a focus on one-on-one engagement

  • Ability to operate effectively in a fast-paced, evolving environment while supporting multiple teams nationwide

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.
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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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