Wealth Growth Director: Recruit Advisors & Grow Practices

Advisors Excel; Topeka (KS); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with matching

Generous PTO

Job summary

Advisors Excel is seeking a Director of Wealth to lead recruitment for the AE Wealth Management platform and coach advisors on growth strategies. The role reports to the VP of Wealth Management and is based on-site in Topeka or Lenexa, KS.

The ideal candidate has broker-dealer, investment management, or RIA background with strong relationship-building abilities and a consultative, growth-focused approach. You will oversee licensing and onboarding and maintain deep product knowledge to support

Qualifications

• Minimum of 3 years of Broker Dealer, Investment Management, and/or Registered Investment Advisor experience.
• Series 65 license, or willingness to obtain within 12 months.
• Knowledge of investment products, financial planning, capital markets, and compliance.
• Strong writing and data-analysis skills.

Responsibilities

• Recruit new advisors to AE Wealth Management, building and maintaining a pipeline of qualified leads.
• Coach advisors on product proposals, models, and growth strategies for their practice.

Skills

Broker Dealer

Investment Management

Registered Investment Advisor

Verbal communication

Written communication

Time management

Prioritization

Education

Bachelor's degree in related field

Job description

Advisors Excel is seeking a Director of Wealth to lead recruitment for the AE Wealth Management platform and coach advisors on growth strategies. The role reports to the VP of Wealth Management and is based on-site in Topeka or Lenexa, KS.

The ideal candidate has broker-dealer, investment management, or RIA background with strong relationship-building abilities and a consultative, growth-focused approach. You will oversee licensing and onboarding and maintain deep product knowledge to support