Director of Wealth

Advisors Excel, LLC; Topeka (KS); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with matching

PTO package

On-site amenities

Job summary

Advisors Excel, LLC is seeking a Director of Wealth (Level 1) to partner with our VP of Wealth, recruiting new advisors and coaching current ones on growth strategies. This on-site role can be based in Topeka or Lenexa, KS, helping move advisors to AE Wealth Management.

You'll drive licensing, onboarding, and ongoing advisor engagement, while building deep knowledge of our platform, vendors, and offerings to support growth and assets under management.

Qualifications

• Minimum of 3 years of Broker Dealer, Investment Management, and/or RIA experience.
• Series 65 license, or willingness to obtain within 12 months.
• Knowledge of investment products and financial planning concepts.

Responsibilities

• Recruit new advisors to AE Wealth Management platform and manage leads.
• Coach advisors on proposals, models, and growth strategies.
• Run weekly outbound campaigns and share product insights with advisors.
• Execute marketing campaigns to prospects via email, webinars, and mailings.
• Oversee licensing and contracting for new advisors and onboarding follow-up.
• Maintain expert knowledge of the platform, vendors, products, and strategies.

Skills

Broker Dealer experience

Investment Management experience

RIA experience

Verbal communication

Written communication

Time management

Ability to juggle priorities

Education

Bachelor’s degree (related field)

Job description

Job Posting Title: Director of Wealth (Level 1)

Department: Wealth Management

Reporting to: VP of Wealth Management

Location: On-site in Topeka or Lenexa, KS office

Overview:

If you know investment products and enjoy building relationships that drive real business growth, we’d love to see your resume for this position! As a Director of Wealth, you’ll work alongside our VP of Wealth to bring new advisors onto the AE Wealth Management platform and coach existing advisors on strategies to grow their practices. This is a great next step for someone with a broker-dealer, investment management, or RIA background who’s ready to move into a more consultative, growth-focused role.

What you’ll do:

• Recruit new advisors to the AE Wealth Management platform, building and maintaining your own list of qualified leads through warm contacts and ongoing relationship building
• Coach advisors on product proposals, models, and strategies designed to grow their practice and drive assets to our platform
• Run weekly outbound call campaigns with existing advisors, sharing product insights, new marketing and branding ideas, and sales strategies
• Execute marketing campaigns to prospects through email, webinars, and mailings, and contribute ideas to help grow the advisor base
• Oversee the licensing and contracting process for new advisors and stay engaged with them after onboarding
• Build and maintain expert-level knowledge of our platform, vendors, products, and strategies

Experience you’ll bring:

• Minimum of 3 years of Broker Dealer, Investment Management, and/or Registered Investment Advisor experience – direct advisor contact preferred
• Series 65 license, or willingness to obtain one within your first 12 months
• Knowledge of investment products and an understanding of financial planning, capital markets, and compliance
• Excellent verbal communication and listening skills, with the ability to explain complex products and strategies clearly
• Strong writing skills and comfort working with financial data
• Self-motivated with strong time management skills and the ability to juggle multiple priorities in a fast-paced environment

Bonus Points:

• Bachelor’s degree in a related field
• FINRA Series 7 and/or 66 license
• Previous sales or recruiting experience
• Working toward a CFP, ChFC, CPWA, CIMA, or CFA designation

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 café, 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 of 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.