Advisor Onboarding Specialist - Austin, TX POST NUMBER: 481327

Austin, TX, US On-Site

Finance and Insurance

Vaco

$ 100000.00 - 125000.00 yearly

direct hire

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.

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.

Apply return to results

Apply Now

We’re sorry, there was some trouble processing your submission. The error code is:

Please ensure all fields have been filled.

Please enter your first name.

First Name*

Please enter your last name.

Last Name*

Please enter your email e.g. yourname@example.com.

Email Address*

Please enter your phone number.

Phone Number

* = Required Field

Resume Upload*

Please note only files with .pdf, .docx or .doc file extensions are accepted.
Max file size: 512KB.

Please attach your resume, ensure it is in the correct format and smaller than 512KB.

Leave blank!

Vaco LLC, and its parents, subsidiaries, affiliates, and assigns ("Company," "We," or "Us") seeks your consent to contact you with certain non-emergency, automated, autodialed, prerecorded, or other telemarketing phone calls, emails, or text messages under the Telephone Consumer Protection Act (TCPA), Controlling the Assault of Non-Solicited Pornography and Marketing Act (CAN-SPAM) and relevant state law.

By checking this box, I expressly consent to Company, directly or by third parties acting on its behalf, to send marketing or advertising messages – including emails, text (SMS) messages, and telephone calls made using an automatic telephone dialing system or pre-recorded or artificial voice messages – to the number I provided above. I understand that accepting this consent is not required to obtain any good or service. Message and data rates may apply. Reply “STOP” to opt-out of text messaging.

Success! Your resume is on its way.
Thanks for your interest!

Direct Upload