Medical Consultant
3 weeks ago
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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