Medical Consultant

3 weeks ago


Lenexa, Kansas, United States Advisors Excel Full time

Job Summary:

We are seeking a highly skilled Medical Consultant to join our team at Advisors Excel. As a key member of our Wealth Management Operations department, you will be responsible for managing the onboarding and transition of Financial Advisors to our RIA and brokerage platform.

Key Responsibilities:

  • Build relationships with Financial Advisors across the country
  • Manage onboarding and transition process
  • Understand, implement, and assist in training process for transitioning advisors and their staff
  • PC proficiency and ability to work on multiple platforms

What We Offer:

  • Amazing benefits including medical, dental, vision, and 401k with matching options
  • Recognition for hard work and exemplary performance

About Us:

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.



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