Advisor Onboarding Specialist - Austin, TX

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. Benefits Compensation: up to $125,000 annually plus discretionary bonuses. Eligible for medical, dental, vision coverage, and the company's 401(k) retirement plan. Equal Opportunity Employer Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, religion, national origin, citizenship, age, disability, veteran status, union membership, ethnicity, gender identity, sexual orientation, marital status, 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, ensuring reasonable accommodations for persons with disabilities. For accommodation requests, contact View email address on click.appcast.io. Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. #J-18808-Ljbffr Vaco