Sr Financial Planning Advisor

Senior Financial Planning Advisor Location: Des Moines, Iowa (Onsite only—cannot relocate, remote, or out-of-area) Compensation: $150,000–$200,000 base salary + discretionary bonus based on firm performance and profitability + excellent benefits Job Purpose & Summary 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. This role is critical to ensuring continuity and elevated service delivery. 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 Business development—approximately 25% of the role is dedicated to relationship building, referrals, and identifying prospective clients aligned with the firm’s target profile Essential Functions & Responsibilities Assume primary advisor responsibility for a large portfolio of established client relationships. Build, manage, and deepen long-term relationships through proactive, high-touch engagement. 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. Respond promptly and professionally to client inquiries, reinforcing a service-first culture. Actively engage in professional and community networks through participation and leadership. Support firm growth by cultivating new business opportunities and referral relationships. Clearly articulate the firm's differentiated value proposition to prospective clients and partners. Qualifications Bachelor's degree required. CFP certification required. Minimum 7 years of experience within a financial planning and/or investment advisory environment. Demonstrated success managing client relationships and supporting revenue growth. Proficiency with Microsoft Office and financial planning tools; ability to learn internal systems and platforms. Critical Success Factors Collaborative, team-oriented mindset with a strong sense of ownership. Highly responsive and client-focused approach. Proactive, self-directed professional who takes initiative and follows through on commitments. Strong analytical and problem-solving skills. High level of motivation with the ability to meet growth and sales objectives. Excellent organizational and time-management skills. Strong written and verbal communication skills. Comfort operating in a flexible environment that includes in-office, off-site, and client meetings. Work Environment & Benefits Hybrid Work Model – approximately 4 days per week in the office with one day of remote work available. Strong benefits packages. Time off with an open PTO/flexible time-off culture. Employer match on 401(k). Equal Employment Opportunity Notice 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 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, 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, or to receive other benefits and privileges of employment, please 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