Director of Wealth

Position: Director of Wealth Location: 2950 SW McClure Rd Topeka, KS Job Id: 2731 # of Openings: 1 Job Posting Title: Director of Wealth (Level 1)Department: Wealth ManagementReporting to: VP of Wealth ManagementLocation: On-site in Topeka or Lenexa, KS officeOverview: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 buildingCoach advisors on product proposals, models, and strategies designed to grow their practice and drive assets to our platformRun weekly outbound call campaigns with existing advisors, sharing product insights, new marketing and branding ideas, and sales strategiesExecute marketing campaigns to prospects through email, webinars, and mailings, and contribute ideas to help grow the advisor baseOversee the licensing and contracting process for new advisors and stay engaged with them after onboardingBuild and maintain expert-level knowledge of our platform, vendors, products, and strategiesExperience you’ll bring:Minimum of 3 years of Broker Dealer, Investment Management, and/or Registered Investment Advisor experience – direct advisor contact preferredSeries 65 license, or willingness to obtain one within your first 12 monthsKnowledge of investment products and an understanding of financial planning, capital markets, and complianceExcellent verbal communication and listening skills, with the ability to explain complex products and strategies clearlyStrong writing skills and comfort working with financial dataSelf-motivated with strong time management skills and the ability to juggle multiple priorities in a fast-paced environmentBonus Points:Bachelor’s degree in a related fieldFINRA Series 7 and/or 66 licensePrevious sales or recruiting experienceWorking toward a CFP, ChFC, CPWA, CIMA, or CFA designationWhat 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 café, gym, therapist, financial coach, and primary care physicianContinuous personal and professional development opportunitiesRecognition for hard work & exemplary performanceWho 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.#LI-RH1 Apply for this Position