Advisor Onboarding Specialist - Austin, TX

Vaco; Austin (TX); On-site; USD 112,500 - 137,500; Full time

Benefits offered by this job

Discretionary bonuses

Medical, dental, and vision benefits

401(k) retirement plan

Job summary

Vaco Recruiter Services is seeking an Advisor Onboarding Specialist in Austin to strengthen relationships with new and existing advisors. This direct-hire opportunity offers a salary of up to $125,000 annually and requires about 80% travel.

The ideal candidate will support newly affiliated advisor firms with onboarding, training, and technology support while maintaining high advisor satisfaction and retention. Candidates should have a Bachelor's degree or relevant experience in financial services.

Qualifications

• Bachelor's degree or a combination of 4+ years of equivalent financial services industry experience.
• Strong knowledge of financial services technology platforms and CRM systems.

Responsibilities

• Build strong relationships with advisors through onsite visits and engagements.
• Serve as the primary point of contact for advisor technology platforms.
• Provide onsite transition support for newly affiliated advisor firms.

Skills

Financial services technology platforms

CRM systems

Financial planning software

Performance reporting tools

Client service solutions

Education

Bachelor's degree or 4+ years equivalent experience

Job description

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. 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.