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Vaco Richmond

Financial Planning Support Specialist

Industry: Financial Services

Location: Richmond, Virginia

Date Posted: June 19, 2013

Vaco Financial specializes in the permanent placement of accounting and finance professionals of all levels and industries. We have a team of experienced accounting professionals that make it their responsibility to educate you on the market, present you with job opportunities to explore, and ensure that the right decision is made regarding your future career. We pride ourselves in providing you with a professional and confidential search. Please visit our website at to see a sample of the positions we are currently recruiting for.

We are currently recruiting for a Financial Planning Support Specialist for an exciting, growing company in the Richmond, VA area.

Salary: $40k-$50k plus potential for bonus.

As a member of the Support Team, you will answer, evaluate, prioritize, and respond to incoming phone, voice mail & email requests related to financial planning software. In addition, Team members conduct live, web-based training sessions and work on various projects to improve the support we provide to advisors.


  • BS/BA in Business, Accounting, Finance, Economics or related field

  • 2+ years of financial planning/financial services experience

  • Customer service and problem solving experience

  • Ability to work independently and collaboratively

  • Motivated, high energy and positive personality

  • CFA or CFA candidate is a plus

Our client has a very unique, casual and exciting culture. The office is pet friendly, there is an on-site gym, monthly stress relieving chair massages, game room with pool table, etc.

They also offer a comprehensive benefit package including PTO, medical, dental and vision, 401K with company match and flexible spending accounts.

Please send resume in MS Word to for review and consideration

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