Advisors Excel
Advisors Excel

58 Advisors Excel Retirement Advisor Jobs Hiring Near You

Advisor Service Associate

Topeka, KS · On-site

$13 - $17.25/hr

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 ...

Advisor Service Associate

Topeka, KS · On-site

$14.75 - $19.75/hr

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 ...

... fully leverage Advisors Excel's integrated technology stack. Coaches will develop a broad ... Kraken, Retirement Analyzer, AE Portal, Firelight, and Daily Business Resource; demonstrated ...

... fully leverage Advisors Excel's integrated technology stack. Coaches will develop a broad ... Kraken, Retirement Analyzer, AE Portal, Firelight, and Daily Business Resource; demonstrated ...

Join Advisors Excel and help shape what's next! What you'll do: * Build our AI enablement program from the ground up. Establish the framework, resources, training, communication, and processes that ...

Advisors Excel's award-winning, in-house agency is looking for a highly talented individual to join our Web Design team. As a Production Artist, you'll have the opportunity to work on a multitude of ...

Advisors Excel is on the hunt for a passionate and driven Digital Marketing Associate to join our dynamic and growing Digital Team. The Digital Marketing Associate (DMA) is responsible for the end-to ...

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 ...

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 ...

$150 - $200/hr

Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within ...

Advisors Excel's award-winning, in-house agency is looking for a highly talented individual to join our Web Design team. As a Production Artist, you'll have the opportunity to work on a multitude of ...

Account Management Intern

Topeka, KS · On-site

$13.75 - $17.50/hr

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 ...

Account Management Intern

Topeka, KS · On-site

$15 - $19/hr

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 ...

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Advisor Service Associate

Topeka, KS • On-site

Advisors Excel
Finance and Insurance • 51 - 200 employees

$13 - $17.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 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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