Wealth Growth Director

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

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.