Advisors Excel
Director of Wealth
Advisors Excel, Topeka, Kansas, United States, 66652
Job Posting Title: Director of Wealth
Department: Wealth Management - Marketing
Reporting to: VP of Wealth Management
Location: Onsite in Topeka or Lenexa KS office
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 insightHandle incoming phone calls and requests for information, sales and marketing material, product analysis and problem resolutionProvide strategic consultation on new opportunities and best practices to optimize performancePerform competitive analysis within product lines and maintain knowledge of the investment industryExperience you'll bring:
5 years of direct Broker Dealer, Investment Management or Registered Investment Advisors experience1-3 years' experience in salesFINRA Series 7/66 and/or 65Investment product knowledge and understanding of financial planning, capital markets and complianceBonus Points:
Previous sales or recruiting experienceCFP, CFA or CIMA certificationWhat you'll get:
Amazing benefits including medical, dental, vision and 401k (with matching options)Generous PTO package upon your start dateAccess to an on-site caf, gym, therapist, financial coach, and primary care physicianContinuous personal and professional development opportunitiesRecognition 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.
Department: Wealth Management - Marketing
Reporting to: VP of Wealth Management
Location: Onsite in Topeka or Lenexa KS office
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 insightHandle incoming phone calls and requests for information, sales and marketing material, product analysis and problem resolutionProvide strategic consultation on new opportunities and best practices to optimize performancePerform competitive analysis within product lines and maintain knowledge of the investment industryExperience you'll bring:
5 years of direct Broker Dealer, Investment Management or Registered Investment Advisors experience1-3 years' experience in salesFINRA Series 7/66 and/or 65Investment product knowledge and understanding of financial planning, capital markets and complianceBonus Points:
Previous sales or recruiting experienceCFP, CFA or CIMA certificationWhat you'll get:
Amazing benefits including medical, dental, vision and 401k (with matching options)Generous PTO package upon your start dateAccess to an on-site caf, gym, therapist, financial coach, and primary care physicianContinuous personal and professional development opportunitiesRecognition 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.