Vice President of Wealth Management

Vice President of Wealth Management

At Advisors Excel, we believe great advisors deserve great partners. As our Vice President of Wealth Management, you'll play a key role in helping financial advisors grow comprehensive, client-centered practices while leading a team dedicated to delivering exceptional support, coaching, and strategic guidance. This is a highly visible leadership position that combines relationship management, business development, advisor consulting, and team leadership. You'll work closely with advisors across the country, helping them expand their wealth management offerings, implement growth strategies, and maximize the value of our securities platform. You'll also collaborate with leaders across our Life Insurance and Annuity divisions to create innovative solutions that drive advisor success. If you're passionate about helping advisors grow, enjoy building meaningful relationships, and have a strong background in wealth management, we'd love to meet you.

What You'll Do:

• Build and strengthen relationships with financial advisors to increase engagement with AE's securities platform.
• Provide coaching and consultation on practice management, business growth, branding, marketing strategies, and client acquisition.
• Share industry insights, best practices, and thought leadership to help advisors evolve their businesses.
• Educate advisors on wealth management solutions, financial planning concepts, and investment strategies.
• Guide advisors on business structures, licensing considerations, and practice development opportunities.

• Recruit new advisors to the AE Securities platform and appropriate partner affiliates.
• Collaborate with internal sales and marketing teams to identify new growth opportunities.
• Communicate new products, marketing initiatives, sales strategies, and platform enhancements to advisors.
• Help develop and execute strategic plans that expand advisor relationships, sales production, and market presence.

• Lead, coach, and mentor a team focused on delivering exceptional advisor support.
• Establish clear performance expectations and provide ongoing feedback and development.
• Hire, train, and develop team members to support organizational growth.
• Manage team workflows and resources to ensure timely, accurate, and value-added service.
• Analyze processes, identify opportunities for improvement, and implement solutions that enhance efficiency and advisor experience.

Experience You'll Bring:

• 5+ years of Broker Dealer and/or Registered Investment Advisor experience.
• 3–5 years of sales or business development experience.
• FINRA Series 65 or Series 66 license.
• Strong knowledge of investment products, financial planning, capital markets, and regulatory compliance.
• Exceptional communication, presentation, and relationship-building skills.
• Ability to influence and engage advisors through coaching and consultative conversations.
• Strong analytical and problem-solving abilities with keen attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• High level of professionalism, integrity, and discretion when handling confidential information.

Bonus Points:

• Previous leadership or people management experience.
• Bachelor's degree in a related field.
• Advanced industry designations or professional accreditations.

What You'll Get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!

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.