Job Description
Sr Financial Planning Advisor
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
Onsite -Des Moines, Iowa (unable to consider remote, relocation or out-of-area)
Compensation -$150,000-$200,000 Base Salary in addition to bonus structure (discretionary, based on revenue growth of firm and overall profitability) and Excellent Benefits
Vaco Highspring is conducting a search on behalf of a well-established, growth-oriented financial planning and investment advisory organization for a Senior Financial Planning Advisor.
The Senior Financial Planning Advisor serves as the primary relationship manager for a substantial and established client base, supporting approximately 100 client relationships and overseeing a book of business upwards of 1 million in annual revenue.
The Senior Financial Planning Advisor is responsible for delivering comprehensive, holistic financial planning and investment advisory services, including:
Cash flow and tax-aware planning
Retirement planning
Estate and legacy planning
Insurance and risk management planning
Investment strategy and portfolio management
In addition to client service responsibilities, approximately 25% of the role will be dedicated to business development through relationship-building, referrals, and identifying prospective clients aligned with the firm's target profile.
Develop, implement, and maintain comprehensive, goals-based financial plans.
Analyze and interpret complex financial information to support informed client decision-making.
Identify gaps, risks, or inefficiencies within financial plans and design actionable strategies to address them.
Communicate sophisticated financial strategies clearly and confidently, both verbally and in writing.
Actively engage in professional and community networks through participation and leadership.
Bachelor's degree required.
Minimum 7 years of experience within a financial planning and/or investment advisory environment.
Proficiency with Microsoft Office and financial planning tools; ability to learn internal systems and platforms.
Comfort operating in a flexible environment that includes in-office, off-site, and client meetings.
Hybrid Work Model
Approximately 4 days per week in the office
Remote work available one day per week
Open PTO / flexible time-off 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.
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 .
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. 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 .
the individual's skill sets, experience and training;
office location and other geographic considerations;
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. xibtplm The individual may also be eligible for discretionary bonuses.