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Ae Wealth Management Jobs (NOW HIRING)

Advisors Excel

Vice President of Wealth Management

Lenexa, KS · On-site

$130K - $166K/yr

AE Wealth Management Reporting to: Head of Sales Location: Lenexa, KS/ Topeka, KS - Onsite Overview: At Advisors Excel, we believe great advisors deserve great partners. As our Vice President of ...

Advisors Excel

Marketing Coordinator

Topeka, KS · On-site

$40K - $55K/yr

AE Wealth Management Reporting to: Senior Director of Marketing Location: Topeka, KS - Onsite Overview: Do you have a passion for marketing and want to make a real difference? AE Wealth is searching ...

Advisors Excel

Marketing Coordinator

Topeka, KS

$36K - $50K/yr

AE Wealth Management Reporting to: Senior Director of Marketing Location: Topeka, KS - Onsite Overview: Do you have a passion for marketing and want to make a real difference? AE Wealth is searching ...

Advisors Excel

Research Analyst

Lenexa, KS

AE Wealth Management Reporting to: Director of Product Research and Strategy Location: Lenexa, KS - Onsite Overview: Looking to expand your career in investment research? As a Research Analyst, you ...

Advisors Excel

Research Analyst

Lenexa, KS · On-site

AE Wealth Management Reporting to: Director of Product Research and Strategy Location: Lenexa, KS - Onsite Overview: Looking to expand your career in investment research? As a Research Analyst, you ...

Advisors Excel

Trading Support Specialist

Topeka, KS

AE Wealth Management Reporting to: Trade Desk Manager Location: Topeka, KS - Onsite Overview: The Trading Support Specialist will act as a liaison between advisors, internal staff, custodians, and ...

Advisors Excel

Trading Support Specialist

Topeka, KS · On-site

AE Wealth Management Reporting to: Trade Desk Manager Location: Topeka, KS - Onsite Overview: The Trading Support Specialist will act as a liaison between advisors, internal staff, custodians, and ...

Nevis

Enterprise Account Executive

New York, NY · On-site

... wealth management firms in the US. As an Enterprise AE, you will run the full sales cycle from outbound sourcing to multi threaded enterprise deals. You will partner directly with the CEO and ...

HUB

Account Executive - Personal Lines

Tucson, AZ

... wealth management solutions. With more than 600 offices and over 20,000 employees across North ... The AE will interface with Account Managers (AMs) directly for assigned accounts, involving ...

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All JobsAe Wealth Management Jobs

Ae Wealth Management information

See salary details

$47K

$103.1K

$148.5K

How much do ae wealth management jobs pay per year?

As of Jun 13, 2026, the average yearly pay for ae wealth management in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working at AE Wealth Management, and how can new hires effectively navigate them?

Professionals at AE Wealth Management often encounter challenges such as adapting to rapidly changing financial markets, staying current with regulatory updates, and managing a diverse client portfolio with unique goals. New hires can navigate these challenges by proactively seeking mentorship, participating in ongoing training programs, and leveraging internal resources and technology platforms provided by AE Wealth Management. Building strong relationships with colleagues and collaborating across departments also helps in sharing best practices and staying informed about industry trends.

What is the difference between Ae Wealth Management vs Financial Advisor?

AspectAe Wealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentFinancial firms, wealth management firms, banksIndependent or firm-based, financial institutions
Industry UsageUsed in wealth management firms, private banksCommon across financial planning, investment firms

Both Ae Wealth Management professionals and Financial Advisors typically hold similar certifications and work within financial institutions. While Ae Wealth Management focuses on managing high-net-worth client portfolios, Financial Advisors may serve a broader client base, including individuals and small businesses. The roles often overlap, but Ae Wealth Management tends to emphasize personalized wealth strategies for affluent clients.

What is AE Wealth Management?

AE Wealth Management is a financial services firm that provides investment management, retirement planning, insurance solutions, and financial advisory services. The company works with independent financial advisors to help clients manage and grow their wealth. AE Wealth Management offers a wide range of financial products and tools, including portfolio strategies, financial planning resources, and educational materials. Their goal is to help individuals and families achieve financial confidence and security through personalized planning and support.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in wealth management, you need a solid background in finance, investment strategies, and financial planning, typically supported by a bachelor’s degree in finance or a related field and relevant licenses such as FINRA Series 7 or CFP certification. Familiarity with financial analysis software, CRM systems, and portfolio management tools is essential for daily operations. Strong interpersonal skills, ethical judgment, and excellent communication abilities help build trust and provide tailored advice to clients. These skills are crucial for developing client relationships, managing complex portfolios, and ensuring clients achieve their financial goals.
Infographic showing various Ae Wealth Management job openings in the United States as of June 2026, with employment types broken down into 87% Full Time, and 13% Contract. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.
Vice President of Wealth Management

Vice President of Wealth Management

Advisors Excel

Lenexa, KS • On-site

$130K - $166K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Job description

Position: Vice President of Wealth Management
Department: AE Wealth Management
Reporting to: Head of Sales
Location: Lenexa, KS/ Topeka, KS - Onsite
Overview:
At Advisors Excel, we believe great advisors deserve great partners. As our Vice President of Wealth Management, you'll play a key role in helping financial advisors grow comprehensive, client-centered practices while leading a team dedicated to delivering exceptional support, coaching, and strategic guidance.
This is a highly visible leadership position that combines relationship management, business development, advisor consulting, and team leadership. You'll work closely with advisors across the country, helping them expand their wealth management offerings, implement growth strategies, and maximize the value of our securities platform. You'll also collaborate with leaders across our Life Insurance and Annuity divisions to create innovative solutions that drive advisor success.
If you're passionate about helping advisors grow, enjoy building meaningful relationships, and have a strong background in wealth management, we'd love to meet you.
What you'll do:
Partner with Advisors to Drive Growth
  • Build and strengthen relationships with financial advisors to increase engagement with AE's securities platform.
  • Provide coaching and consultation on practice management, business growth, branding, marketing strategies, and client acquisition.
  • Share industry insights, best practices, and thought leadership to help advisors evolve their businesses.
  • Educate advisors on wealth management solutions, financial planning concepts, and investment strategies.
  • Guide advisors on business structures, licensing considerations, and practice development opportunities.

Develop Business and Strategic Partnerships
  • Recruit new advisors to the AE Securities platform and appropriate partner affiliates.
  • Collaborate with internal sales and marketing teams to identify new growth opportunities.
  • Communicate new products, marketing initiatives, sales strategies, and platform enhancements to advisors.
  • Help develop and execute strategic plans that expand advisor relationships, sales production, and market presence.

Lead and Develop a High-Performing Team
  • Lead, coach, and mentor a team focused on delivering exceptional advisor support.
  • Establish clear performance expectations and provide ongoing feedback and development.
  • Hire, train, and develop team members to support organizational growth.
  • Manage team workflows and resources to ensure timely, accurate, and value-added service.
  • Analyze processes, identify opportunities for improvement, and implement solutions that enhance efficiency and advisor experience.

Experience you'll bring:
  • 5+ years of Broker Dealer and/or Registered Investment Advisor experience.
  • 3-5 years of sales or business development experience.
  • FINRA Series 65 or Series 66 license.
  • Strong knowledge of investment products, financial planning, capital markets, and regulatory compliance.
  • Exceptional communication, presentation, and relationship-building skills.
  • Ability to influence and engage advisors through coaching and consultative conversations.
  • Strong analytical and problem-solving abilities with keen attention to detail.
  • Ability to manage multiple priorities in a fast-paced environment.
  • High level of professionalism, integrity, and discretion when handling confidential information.

Bonus Points:
  • Previous leadership or people management experience.
  • Bachelor's degree in a related field.
  • Advanced industry designations or professional accreditations.

What you'll get:
  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package from your start date
  • Access to an on-site café, gym and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work & exemplary performance
  • Employee sponsored events...and more!

Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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