Vice President, Regional Advisory Consultant South OsaicVice President, Regional Advisory Consultant SouthTopeka, KSRemote$85,000–$100,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.
Digital Marketing Associate Advisors Excel LLCDigital Marketing AssociateTopeka, KSThe Digital Marketing Associate (DMA) is responsible for the end-to-end execution and performance of paid digital campaigns for financial advisors, with a primary focus on generating qualified first appointments. Launch, manage, and optimize paid digital campaigns (primarily on Meta) to generate high-quality leads and booked appointments.
Director of Sales and Marketing Advisors Excel LLCDirector of Sales and MarketingTopeka, KSSupport writing advisors including the handling of incoming calls, returning emails or voicemails and working with other internal supporting teams as needed. Overview: As a part of the largest and fastest growing Independent Marketing Organization, our Annuity Marketing team plays a crucial part in the success of Advisors Excel.
Web Production Artist Advisors Excel LLCWeb Production ArtistTopeka, KSWho 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. Advisors Excel's award-winning, in-house agency is looking for a highly talented individual to join our Web Design team.
Strategic Marketing & Performance Coach Advisors Excel LLCStrategic Marketing & Performance CoachTopeka, KSWorking directly with independent financial advisors, you will translate their business goals into clear, repeatable marketing plans that span Advisors Excel's TV, radio, and digital platforms, then partner with them to make sure those plans get executed and produce measurable return. What you'll do: Build the Marketing Strategy - Assess an advisor's current setup and performance, then turn their business goals into a lifecycle marketing roadmap with clear sequencing, channel mix, and success metrics.
Director of AI Enablement Advisors Excel LLCDirector of AI EnablementTopeka, KSDevelop role-based training, playbooks, prompt libraries, office hours, and other resources that help employees understand how to use AI effectively in their day-to-day work. Establish and track AI adoption and value metrics-including utilization, active usage, time saved, and business impact-and communicate results to senior leadership.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyTopeka, KS$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
NewNew Business Coordinator Advisors Excel LLCNew Business CoordinatorTopeka, KSWho 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. This role plays a crucial role by assisting with inputting information, assuring accuracy, and providing timely assistance to our financial advisors.
Audio Producer Advisors Excel LLCAudio ProducerTopeka, KSOverview: We''re looking for a dynamic, experienced Audio Producer who will help craft the sound of our weekly radio shows and podcasts for our financial advisors. Works with various software programs as well as internal and external staff and/or advisors and their staff, to setup remote studios, assist with show recordings and other similar duties.
Marketing Data Analyst Advisors Excel LLCMarketing Data AnalystTopeka, KSPartnering with our Strategic Marketing Coaches, Digital, Media, and Creative teams, you''ll build dashboards, analyze campaign performance, and deliver reporting that helps financial advisors improve their marketing results. Assist with data lake updates and management by loading and refreshing data, maintaining tables, and performing data hygiene and quality assurance checks.
Web Development Intern Advisors Excel LLCWeb Development InternTopeka, KSThis internship focuses on hands-on website production, front-end implementation, CMS management, QA testing, and ongoing website support for financial advisor marketing websites. You'll work directly with experienced developers, designers, and systems specialists on live production websites used by businesses across the country.
NewDirector of Wealth Advisors Excel LLCDirector of WealthTopeka, KSAs 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. 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.
Trust Officer GpacTrust OfficerTopeka, KS55000–120000Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc. Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
Managing Director – Strategic Equity Investment Partnerships Advisors ExcelManaging Director – Strategic Equity Investment PartnershipsTopeka, KansasPosition: Managing Director – Strategic Equity Investment Partnerships Department: Advisors Support Network Reporting to: Managing Partner Location: Lenexa, KS/ Topeka, KS - Onsite Overview: Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within our network. In this role, you’ll work alongside internal teams responsible for market strategy and opportunity sourcing, taking ownership of high-potential opportunities and driving them through structuring, negotiation, and successful execution.
Business Development Associate Triad CareersBusiness Development AssociateLawrence, KansasThe Business Development Sales Role is a key driver of growth at Triad Partners, responsible for identifying, engaging, and onboarding qualified financial advisors to join our organization. This role requires expertise in cold calling, relationship building, and guiding prospects through our sales process to ensure a seamless and impactful experience.
Insurance Agent - Lawrence, KS Country FinancialInsurance Agent - Lawrence, KSLawrence, KSCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Topeka, KS COUNTRY FinancialInsurance Agent - Topeka, KSTopeka, KansasCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Managing Director - Strategic Equity Investment Partnerships Advisors Excel LLCManaging Director - Strategic Equity Investment PartnershipsTopeka, KSOverview: Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within our network. In this role, you'll work alongside internal teams responsible for market strategy and opportunity sourcing, taking ownership of high-potential opportunities and driving them through structuring, negotiation, and successful execution.
Tax Accountant Advisors ExcelTax AccountantTopeka, KansasPosition: Tax Accountant Department: Finance Reporting to: Director of Tax Location: Lenexa, KS/ Topeka, KS - Onsite Overview: Are you a seasoned tax professional who enjoys the work but is worn out by the long hours of public accounting? We’re looking for someone who is technically strong, detail-oriented, and confident in managing complex tax matters, while continuously improving processes and thinking beyond the checklist.
Surveillance Compliance Intern Advisors Excel LLCSurveillance Compliance InternTopeka, KSIn this dynamic role, you'll play a crucial part in supporting our compliance efforts by managing data to monitor the day-to-day activities of our advisors and registered representatives. In a fast-paced, ever-changing regulatory environment, we're seeking a self-motivated individual who embraces change and thrives on proactive problem-solving.