Executive in Wealth Creation

6 days ago


Lenexa, Kansas, United States Advisors Excel Full time

We are seeking an experienced Executive in Wealth Creation to join our team at Advisors Excel. In this role, you will have a direct impact on the success of independent advisors' businesses through coaching, sales and marketing strategy, and general office support.

Your primary responsibilities will include:

  • 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

To be successful in this role, you will need:

  • 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

Additional qualifications that would make you stand out include:

  • Previous sales or recruiting experience
  • CFP, CFA or CIMA certification

In return for your hard work and dedication, you can expect:

  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package upon your start date
  • Access to an on-site cafe, gym, therapist, financial coach, and primary care physician
  • Continuous personal and professional development opportunities
  • Recognition for hard work & exemplary performance


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