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Advisors Excel
Advisors Excel

56 Advisors Excel Financial Planning Associate Jobs Hiring Near You

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$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

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

Digital Marketing Associate

Lenexa, KS · On-site

Digital Marketing Associate Department: Media Solutions Reporting To: Digital Marketing Manager ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Director of Wealth

Topeka, KS · On-site

Knowledge of investment products and an understanding of financial planning, capital markets, and ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...

Advisors Excel

Director of Wealth

Topeka, KS · On-site

Knowledge of investment products and an understanding of financial planning, capital markets, and ... Advisors Excel is a fast-paced, innovative company that seeks to service independent financial ...

Advisors Excel, LLC

$150 - $190/hr

... planning * Identify opportunities to improve profitability, efficiency, and enterprise value ... Advisors Excel is a fast paced, innovative company that seeks to service independent financial ...

Advisors Excel

Technology Experience Coach

Topeka, KS · On-site

... financial advisors and their staff adopt and fully leverage Advisors Excel's integrated technology ... Orion, Nitrogen, client portals, and planning tools. * Bachelor's degree in a related field. What ...

Advisors Excel

Director of AI Enablement

Lenexa, KS · On-site

... Advisors Excel, we're taking a thoughtful and reimagined approach to what comes next. We're looking for a Director of AI Enablement to help shape how our employees, leaders, and financial advisor ...

Advisors Excel

Account Management Intern

Topeka, KS · On-site

$13.75 - $17.50/hr

Associate Director amp; Training Manager Location: Topeka, KS - Onsite Overview: Are you looking ... 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 ...

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

Account Management Intern

Topeka, KS · On-site

$15 - $19/hr

Associate Director & Training Manager Location: Topeka, KS - Onsite Overview: Are you looking for ... 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 17% Internship, 80% Full Time, and 3% Part Time. Highlights an 100% Physical job distribution.

Advisor Service Associate

Advisors Excel

Topeka, KS • On-site

$13 - $17.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 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 amp; 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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