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Director of Wealth

2 months ago

Lenexa, United States Advisors Excel Full time

Job Posting Title: Director of Wealth

Department: Wealth Management - Marketing

Reporting to: VP of Wealth Management

Location: Initial training will be held full-time at our Topeka, Kansas Headquarters. After the training period, you'll have the flexibility to work a hybrid schedule between our Lenexa office and Topeka.

Overview:

If you're knowledgeable about investment products and solutions with extensive sales experience, we'd love to see your resume for this position As a Director of Wealth, you will have a direct influence on the success of independent advisors' business through coaching, sales and marketing strategy, and general office support.

What you'll do:

  • Drive asset growth and retention by proactively engaging with advisors utilizing the Wealth Management platform; delivering comprehensive product knowledge, innovative sales strategies, sales support, and marketing insight
  • Handle incoming phone calls and requests for information, sales and marketing material, product analysis and problem resolution
  • Provide strategic consultation on new opportunities and best practices to optimize performance
  • Perform competitive analysis within product lines and maintain knowledge of the investment industry
Experience you'll bring:
  • 5 years of direct Broker Dealer, Investment Management or Registered Investment Advisors experience
  • 1-3 years' experience in sales
  • FINRA Series 7/66 and/or 65
  • Investment product knowledge and understanding of financial planning, capital markets and compliance
Bonus Points:
  • Previous sales or recruiting experience
  • CFP, CFA or CIMA certification
What you'll get:
  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package upon your start date
  • Access to an on-site caf, gym, therapist, financial coach, and primary care physician
  • Continuous personal and professional development opportunities
  • Recognition for hard work & exemplary performance

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.