Advisor Success Manager

Vaco•Nashville, TN

2d•$160,000 - $190,000

About The Position

The Advisor Success Manager serves as a strategic consultant to financial advisors, partnering closely with executive leadership to drive advisor growth, performance, and business optimization. This role focuses on evaluating advisory practices, identifying opportunities for improvement, and implementing actionable strategies to accelerate success across a nationwide network of teams.

Requirements

CFP® certification required
7–10 years of experience in financial services, preferably as a financial advisor or wholesaler
Demonstrated experience building and managing a personal book of business
Strong analytical and strategic thinking skills, with the ability to quickly assess and act on complex information
Proven ability to influence, persuade, and confidently defend recommendations in a professional setting
High level of energy, initiative, and executive presence
Exceptional interpersonal and communication skills, with a focus on one-on-one engagement
Ability to operate effectively in a fast-paced, evolving environment while supporting multiple teams nationwide

Responsibilities

Partner directly with executive leadership, including the COO, CFO, and President, to support firm-wide advisor development initiatives
Conduct one-on-one consultations with financial advisors at all stages, from newly established books of business to highly experienced professionals
Analyze current business performance, identify gaps, and develop strategic growth plans tailored to individual advisors
Evaluate advisor practices, diagnose inefficiencies, and recommend improved processes and business strategies
Act as a real-time problem solver, providing actionable guidance and solutions to advisors and teams
Track advisor progress across defined growth phases and communicate insights through structured updates and presentations to leadership
Identify best practices across advisors and share insights to elevate overall performance across all teams
Collaborate with the Advisor Success Director and administrative support to ensure execution and follow-through on strategic initiatives
Monitor performance metrics and partner with finance leadership to assess revenue growth and business impact
Support and influence advisors in advancing through defined development phases, maintaining accountability and performance standards
Travel as needed, including within Texas, to support advisor engagement and development