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 Compensation and Benefits Salary: up to $125,000 annually. Candidates may also be eligible for discretionary bonuses and may participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) are committed to the full inclusion of all qualified individuals and do 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 applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations. #J-18808-Ljbffr Vaco by Highspring