Sr Financial Planning Advisor

Sr Financial Planning Advisor 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. 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 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. 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 Strong Benefits Packages Approximately 4 days per week in the office Remote work available one day per week Time Off Open PTO / flexible time-off culture Employer match on 401(k) 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. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.