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Advisors Excel

37 Advisors Excel Financial Planning Associate Jobs Hiring Near You

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$14.75 - $19.75/hr

Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...

Advisors Excel

Advisor Service Associate

Topeka, KS

$13 - $17.25/hr

Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...

Advisors Excel

Senior Annuity Planner

Topeka, KS · On-site

Senior Annuity Planner (Team Excelerate) Department: Annuity Marketing Reports to: VP of Advisor ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

New

Advisors Excel, LLC

Call Center Sales Director

Topeka, KS · On-site

$90 - $150/hr

Advisors Excel--one of the nation's largest independent financial services companies--is launching ... Help shape the future of the department through hiring strategies, organizational planning, and ...

Advisors Excel

Web Developer

Topeka, KS · On-site

At Advisors Excel, our technology and digital resources help independent financial advisors better serve their clients every day. As a Web Developer on our Creative Services team, you'll develop ...

Advisors Excel

Web Developer

Topeka, KS · On-site

At Advisors Excel, our technology and digital resources help independent financial advisors better serve their clients every day. As a Web Developer on our Creative Services team, you'll develop ...

Advisors Excel

Digital Marketing Consultant

Lenexa, KS · On-site

Support Digital Marketing Associates by sharing best practices and helping guide campaign execution ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Tax Accountant

Lenexa, KS · On-site

As our Tax Accountant, you'll support federal and multi-state tax compliance and planning across ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...

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Infographic showing various Financial Planning Associate job openings at Advisors Excel in the United States as of August 2026, with employment types broken down into 19% Internship, and 81% Full Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Advisor Service Associate

Advisors Excel

Topeka, KS • On-site

$14.75 - $19.75/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Job description

Position: Advisor Service Associate
Department: WM Operations
Reporting to: WM Operations Manager
Location: Topeka, KS - Onsite
Overview:
If you enjoy a fast-paced, ever-changing environment, then our Advisor Service Associate position might be the job for you. This team is responsible for reviewing documents, following up on pending business and handling customer service calls. They are tasked with providing world-class service while they support our producers on a daily basis.
What you'll do:
  • Input, review, and submit new account applications and service documents
  • Provide outstanding customer service when handling incoming calls regarding pending applications, compensation, and financial transactions with advisors and their office staff
  • Conduct calls/emails to follow up on pending applications to ensure they are being processed in a timely manner

Experience you'll bring:
  • Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities
  • Outstanding communication skills, particularly can build rapport over the phone with a variety of personality types
  • Ability to work independently, but also as a collaborative team member
  • PC proficiency, ability to work on several platforms at once

Bonus Points:
  • Security license(s)
  • Previous experience working in the financial services industry
  • Previous customer service experience

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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