Financial Solutions Advisor - Western Long Island Market Bank of AmericaFinancial Solutions Advisor - Western Long Island MarketLawrence, KansasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Wealth Advisor Gables Search GroupFinancial Wealth AdvisorTopeka, KSResponsibilities: Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance. Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW ClientsLawrence, KS$75,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
NewWealth Advisor for High-Net-Worth Clients Riverscape Search AgencyWealth Advisor for High-Net-Worth ClientsTopeka, KSThis role focuses on building and managing portfolios for high-net-worth clients, requiring expertise in financial assessments and tailored investment advice. Applicants should have a bachelor's degree in a related field and hold CFP, CFA, or ChFC certifications, along with a Book of Business.
Financial Planning Associate KEATINGFinancial Planning AssociateLawrence, KSFull timeTechnical proficiency and agility: Strong proficiency in Microsoft applications (Excel, Word, Outlook), knowledge of CRM systems, and ability to quickly learn and effectively apply new software, systems, and technologies. Successful Financial Planning Associates at Keating & Associates: Build strong client relationships where clients feel known, cared for, and confident in their planning process.
Private Wealth Advisor BOK Financial CorpPrivate Wealth AdvisorTopeka, KSThe Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Advisor Manager (Central Territory) TruStage Financial Group IncAdvisor Manager (Central Territory)KS$82,500–$137,500 / yearWorking with the advisors and advisor teams across the territory in helping them grow and develop professionally, achieve growth targets, build successful credit union relationships, comply with all TWMS (TruStage Wealth Management Solutions) and regulatory policies and deliver a good member experience will be paramount in the leadership role. Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen.
Automotive Service Advisor Briggs Automotive GroupAutomotive Service AdvisorTopeka, KansasYou will guide customers through their vehicle maintenance and repair journey, ensuring they receive expert advice and a seamless service experience. Workflow Management: Coordinate with technicians to monitor repair progress and provide timely updates to customers.
NewRetention Program Advisor Smart StartRetention Program AdvisorTopeka, KSRemotePositive work environments that offer work/life balance and professional growthMission-driven work making a global impact with local rootsThe opportunity to have hands on work experience with industry leading, innovative technologyPosition SummaryThe Customer Support & Retention Advisor engages with potential customers regarding appointment scheduling and account inquiries. While performing the duties of this position, employees are regularly required to communicate clearly—both verbally and in writing—and frequently use hands and fingers to operate phones, computers, and other office equipment.
College Advisor Kansas State UniversityCollege AdvisorOther Kansas, KSThese competencies are typically developed and rigorously validated only through the comprehensive curriculum and experiential learning inherent in a formal degree program. Advisors support applications, financial aid, career exploration, and connections to employers, colleges, and workforce opportunities.
College and Career Advisor Kansas State UniversityCollege and Career AdvisorKSKSCAC hires recent college graduates to serve as full-time college and career advisors in select high schools across the Kansas City Metro, and in Central and Southwest Kansas. Kansas State College and Career is a program within the Office of Enrollment Management that aims to increase the number of high school students that enter and complete higher education.
Fitness Advisor Genesis Health ClubsFitness AdvisorLawrence, KSMainly responsible for leading and participating in all sales related areas including prospecting, new member sales and member retention. We provide elite facilities with top of the line equipment, certified personal trainers, and a wide-range of fitness classes.
Account Executive – Financial Services SageAccount Executive – Financial ServicesTopeka, KSWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Insurance and Financial Services Position - State Farm Agent Team Member Brandon Aldridge - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberTopeka, KSBy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience.
Chief Financial Officer Kansas Judicial BranchChief Financial OfficerTopeka, KSFull timeProvides executive leadership and strategic direction for all Judicial Branch financial operations, including accounting, payroll, budgeting, procurement, grants administration, court collections, debt collection services, and the Centralized Court Payment Center. A master's degree in accounting, finance, business administration, public administration, or a closely related field and seven years of progressively responsible financial management experience, including experience overseeing complex budgets, financial systems, and professional staff.
Digital Marketing Consultant Advisors ExcelDigital Marketing ConsultantTopeka, KansasPosition: Digital Marketing Consultant Department: Media Solutions Reporting To: Director of Digital Marketing Location: Topeka, KS – Onsite Overview: Advisors Excel is seeking an experienced and client-focused Digital Marketing Consultant to join our growing Digital Team. This individual will interpret campaign performance, identify strategic opportunities for improvement, and proactively recommend changes to improve lead quality, conversion rates, appointment volume, and return on ad spend.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorLawrence, KSEdward Jones is based on a legacy of partnership and, as a privately held firm, we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time associates receive the following benefits: Edward Jones compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, such as accident, hospital indemnity, and critical illness, short- and long-term disability, basic life, and basic AD&D coverage.
Digital Marketing Consultant Advisors Excel LLCDigital Marketing ConsultantTopeka, KSThis individual will interpret campaign performance, identify strategic opportunities for improvement, and proactively recommend changes to improve lead quality, conversion rates, appointment volume, and return on ad spend. The Digital Marketing Consultant owns a larger, more complex book of business and serves as a trusted digital marketing resource to financial advisors and their teams.
Vice President, Regional Advisory Consultant South OsaicVice President, Regional Advisory Consultant SouthTopeka, KSRemoteWe 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.
Portfolio Manager Triad CareersPortfolio ManagerLawrence, KansasOther responsibilities include collaborating on investment and market research, contributing to published commentary and investment content, monitoring advisor portfolios for risk, and working cross functionally with all Triad Wealth departments during advisor onboarding and integration initiatives. Support the trading and investment research teams on portfolio implementation, onboarding new advisory firms and developing tailored investment solutions for high net worth clients and prospects.
NewBusiness Development Associate Triad PartnersBusiness Development AssociateLawrence, KSWe're leading a revolution in our industry—empowering financial advisors to achieve record‑breaking business growth while enjoying levels of personal freedom they once thought impossible. This role requires expertise in cold calling, relationship building, and guiding prospects through our sales process to ensure a seamless and impactful experience.
Compliance Advertising Analyst Advisors Excel LLCCompliance Advertising AnalystTopeka, KSThis position goes beyond simply reviewing documents-you''ll serve as a trusted resource, providing consultative guidance, helping advisors understand compliance requirements, and working collaboratively to find practical solutions. Support vendor review and due diligence efforts by evaluating third-party vendors identified during the advertising review process, gathering information, assessing potential risks, and determining appropriate next steps.
NewDirector 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.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyKS$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.
Divisional Retirement Plan Counselor - Nebraska, Kansas, Missouri, S. Illinois, Tulsa The Capital Group Companies, Inc.Divisional Retirement Plan Counselor - Nebraska, Kansas, Missouri, S. Illinois, TulsaTopeka, KS$121,000–$152,000 / yearAs one of our Divisional Retirement Plan Counselors, you'll work closely with the Retirement Plan Counselor to help drive sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives' needs and coordinating efforts to serve those needs. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.
NewBusiness Development Representative Advisors ExcelBusiness Development RepresentativeTopeka, KSPosition: Business Development RepresentativeLocation: 2950 SW McClure RdTopeka, KSJob Id: 2637# of Openings: 1Position: Business Development RepresentativeDepartment: Annuity MarketingReporting to: VP of Sales DevelopmentLocation: Topeka, KS - OnsiteOverviewInterested in a career in sales? You'll gain insight into proven recruitment practices, engage in list building, and cold calling financial professionals nationwide to join our Advisors Excel network.
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.
Television Video Editor Advisors Excel LLCTelevision Video EditorTopeka, KSOur talented team helps our independent financial advisors create television advertisements to bring their viewers valuable, insightful, and compelling information to help them plan their own unique retirement experiences. Assist production team with studio shoots to include camera operation, running live graphics, floor directing, or monitoring audio.
Content Coordinator Advisors Excel LLCContent CoordinatorTopeka, KSAs our Content Coordinator, you''ll play a critical role ensuring thousands of marketing resources are organized, accurate, easy to find, and delivering a great experience for both our internal teams and advisor partners. You''ll be responsible for managing and optimizing our Daily Business Resources (DBR) platform while partnering with teams across the organization to deliver an exceptional user experience.
UX/UI Designer Advisors Excel LLCUX/UI DesignerTopeka, KSAs part of our Creative Services team, you''ll collaborate with copywriters, web developers, and account managers to create websites, landing pages, email campaigns, and digital experiences that are both visually compelling and strategically effective. We''re looking for a UX/UI Designer who combines creative vision with user-centered thinking to craft digital experiences that drive results for our financial advisor clients and internal teams.
Insurance Agent - Topeka, KS Country FinancialInsurance Agent - Topeka, KSTopeka, 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 - 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 and financial services products.
Compliance Analyst - Complaints & Regulatory Affairs Advisors Excel LLCCompliance Analyst - Complaints & Regulatory AffairsTopeka, KSOverview: The Compliance Analyst plays a key role in maintaining Advisors Excel''s regulatory standing by investigating/reviewing complaints, supporting regulatory exam readiness, and assisting with regulatory inquiries alongside the Compliance Director and Regulatory Counsel. What you'll do: Investigate complaints thoroughly - When a complaint comes in, you''ll dig into what happened, gather the relevant documents and details, and work through the facts carefully to reach a fair and well-supported resolution.
Supervision Specialist Advisors Excel LLCSupervision SpecialistTopeka, KSExperience you'll bring: Conduct ongoing review of registered investment advisors' and registered representatives' activities, including but not limited to trading activity; suitability review; fees analysis; outside business activities; checks/securities; correspondence; gift and business entertainment logs, and electronic communications and social media posts. What you'll do: Conduct ongoing review of registered investment advisors' activities, including but not limited to trading activity; suitability review; fees analysis; outside business activities; checks/securities; correspondence; gift and business entertainment logs, and electronic communications and social media posts.
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.
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.
Web Developer Advisors Excel LLCWeb DeveloperTopeka, KSAs a Web Developer on our Creative Services team, you''ll develop, maintain, and enhance the digital platforms our advisors and internal teams rely on, including our corporate website, Daily Business Resources (DBR), and AE Sync. Working closely with our marketing, content, design, and IT teams, you''ll solve technical challenges, improve user experiences, and help deliver secure, high-performing digital solutions that support our growing business.
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.
Director of Disability Underwriting - Large Case Unit Massachusetts Mutual Life Insurance CompanyDirector of Disability Underwriting - Large Case UnitTopeka, KSRemote$144,800–$190,000 / yearLead the Disability Large Case Unit underwriting team, providing efficient, proactive and exceptional service experience to our field offices and advisors, while ensuring staffing and variable capacity meet growing demands. To ensure we are best positioned to do so, the Disability Underwriting Large Case Unit is guided by the following principles: Cultivate a culture centered on risk discipline, accountability, collaboration and knowledge sharing.
Tax Accountant Advisors Excel LLCTax AccountantTopeka, KSWe'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. Who 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.
Internal Marketer Advisors Excel LLCInternal MarketerTopeka, KSIn this role, you will have the opportunity to gain expertise in various life insurance products, provide guidance to our network of producers, and develop skills in creating customized sales illustrations. Cultivate and nurture relationships with life insurance producers, assisting in their sales process and advocating life insurance products as integral to holistic retirement planning.
Digital Marketing Intern Advisors Excel LLCDigital Marketing InternTopeka, KSRemoteThis individual will be actively helping with the required day-to-day requirements of paid digital marketing management, as well as performing various duties associated with ongoing digital projects and programs. Who 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.
Trading Support Specialist Advisors Excel LLCTrading Support SpecialistTopeka, KSThis is an excellent opportunity for someone with early experience in the financial services industry who is eager to expand their trading and operational knowledge while growing alongside a dynamic, collaborative Trade Team. This includes confirmation of all executed transactions, resolving trade restrictions, servicing trading calls and emails, providing asset reports and conducting platform trainings.
Life Inforce Specialist Advisors Excel LLCLife Inforce SpecialistTopeka, KSAs a Life Inforce Specialist, you'll play a critical role in supporting our producers, Sales VPs, and Case Managers by handling post-sale service inquiries for inforce life insurance policies. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide.
Annuity Marketing Data Intern Advisors Excel LLCAnnuity Marketing Data InternTopeka, KSRemoteThe annuity marketing data intern will work with members of our strategy team on new initiatives to increase sales and profitability and optimize efficiency for Advisors Excel. Who 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.
E-Communications Compliance Analyst Advisors Excel LLCE-Communications Compliance AnalystTopeka, KSWhat you'll do: Regularly test and manage electronic communication tools to track advisors' business communications; including but not limited to email, texting, social media, websites. In this role, you'll manage and test our electronic communications tools to ensure our organization and clients stay compliant in the ever-changing regulatory landscape.
Executive VP of Life Insurance Sales Advisors Excel LLCExecutive VP of Life Insurance SalesTopeka, KSAs Executive Vice President of Life Insurance Sales, you will drive premium and net revenue growth, lead a high-performing sales leadership team, strengthen relationships with advisors and carriers, and define strategies that expand advisor. This is a highly visible leadership role that partners closely with executive leadership and cross-functional teams to drive growth, strengthen distribution capabilities, and deliver measurable impact across the organization.
Medicare Onboarding Liaison Advisors Excel LLCMedicare Onboarding LiaisonTopeka, KSResearch agent issues, resolve problems, answer calls/emails promptly, support team members, and drive workflow/productivity improvements. You'll guide agents through the Medicare onboarding process, ensure compliance with licensing and contracting, and streamline processes to support seamless client experiences.
NewCall Center Sales Director Advisors Excel LLCCall Center Sales DirectorTopeka, KSAdvisors Excel-one of the nation''s largest independent financial services companies-is launching a brand-new lead generation and appointment-setting operation, and we''re looking for a Call Center Sales Director to help bring it to life. What you'll do: Recruit, hire, train, coach, and develop a high-performing team of Call Center Representatives focused on creating quality consumer connections and advisor opportunities.
Accounting Intern Advisors Excel LLCAccounting InternTopeka, KSRemoteWhat you''ll do: Scanning and digitally filing various documents, including but not limited to deposit slips, payment forms, credit card copies/ letters. Who 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.