Financial Solutions Advisor - Western Long Island Market Bank of AmericaFinancial Solutions Advisor - Western Long Island MarketLawrence, Kansasp style="text-align:inherit"/>US - NY - Hewlett - 1286 W Broadway - HEWLETT BC (NY5272), US - NY - Lawrence - 400 Central Ave - LAWRENCE-CEDARHURST BC (NY5291), US - NY - Lynbrook - 300 Merrick Rd - LYNBROOK BC (NY5205), US - NY - Wantagh - 3330 Park Ave (NY5204). Key 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.
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW ClientsAuburn, KS$75,000–$150,000p>Join 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.
Advisor Service Associate Advisors Excel LLCAdvisor Service AssociateTopeka, KSli>Provide outstanding customer service when handling incoming calls regarding pending applications, compensation, and financial transactions with advisors and their office staff. 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.
Advisor Support Specialist Advisors Excel LLCAdvisor Support SpecialistTopeka, KSResponsibilities include managing advisor relationships, assisting in the completion of account paperwork, following up on pending paperwork, and ensuring the smooth process of the annuity business. Overview: The Advisor Support Specialist is responsible for providing exceptional operational service to our advisor clients and their office staff to meet their specific needs.
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.
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.
Automotive Service Advisor Briggs Automotive GroupAutomotive Service AdvisorTopeka, Kansas$45,000–$95,000 / yearli>Workflow Management: Coordinate with technicians to monitor repair progress and provide timely updates to customers. Service Estimates: Prepare detailed repair estimates, explaining the necessity of services and maintenance based on manufacturer requirements.
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.
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.
NewBranch Office Administrator Edward D Jones & Co LPBranch Office AdministratorTopeka, KSli>Edward 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.
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.
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 / yearp>As 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.
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.
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.
Vice President of Wealth Management Advisors Excel LLCVice President of Wealth ManagementTopeka, KSAs 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. 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.
Affiliate Manager Advisors Excel LLCAffiliate ManagerTopeka, KSAs an Affiliate Manager, you''ll help identify, launch, and support strategic partnerships that provide advisors with valuable tools, resources, and business solutions. You''ll work with vendors, advisors, and internal teams to coordinate programs, analyze results, support events, and drive engagement across our partner network.
New 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.
Business Development Representative Advisors Excel LLCBusiness Development RepresentativeTopeka, KSYou''ll gain insight into proven recruitment practices, engage in list building, and cold calling financial professionals nationwide to join our Advisors Excel network. 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.
UX/UI Designer Advisors Excel LLCUX/UI DesignerTopeka, KSp>As 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 - Lawrence, KS COUNTRY FinancialInsurance Agent - Lawrence, KSLawrence, Kansasp/>COUNTRY 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, KSp>COUNTRY 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.
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 Excel LLCManaging Director - Strategic Equity Investment PartnershipsTopeka, KSp>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.
NewDirector of Disability Underwriting - Large Case Unit Massachusetts Mutual Life Insurance CompanyDirector of Disability Underwriting - Large Case UnitTopeka, KSRemote$144,800–$190,000 / yearli>Lead 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.
Video Intern Advisors Excel LLCVideo InternTopeka, KSRemoteWhat you'll do: Edit and Revise Videos: Implement revisions to client and corporate videos, including basic edits, adding graphics/logos, selecting background music, exporting final cuts, and uploading for client delivery. Preproduction & Shoot Assistance: Assist in preproduction planning for client shoots, and provide hands-on support during filming.
Help Desk Technician Advisors Excel LLCHelp Desk TechnicianTopeka, KSAs a Help Desk Technician, you will provide technical assistance and resolutions to issues related to computer hardware, software, and general office equipment. 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.
Web Design Intern Advisors Excel LLCWeb Design InternTopeka, KSAre you looking for a fast-paced role with an incredible team to develop your web design skills This internship will assist the web team with maintaining client websites processing request tickets and using problem-solving skills in ongoing web projects. Advisors Excel is a fast paced innovative company that seeks to service independent financial advisors in a multitude of areas within their business.
Annuity Operations Associate Advisors Excel LLCAnnuity Operations AssociateTopeka, KSExperience you'll bring: Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities. From reviewing applications, following up on pending business to post-issue maintenance, our team is dedicated to moving the business forward.
Digital Marketing Specialist (Testing and Insights) Advisors Excel LLCDigital Marketing Specialist (Testing and Insights)Topeka, KSIn this role, you'll help shape the future of our marketing and media efforts by identifying new opportunities, testing new strategies, and providing key insights that drive advisor growth. Communicate research findings and campaign results to key stakeholders, including clients and executive leadership, translating data into clear narratives that inform strategy.
Tax Accountant Advisors Excel LLCTax AccountantTopeka, KSp>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. 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.
TV Project Manager Advisors Excel LLCTV Project ManagerTopeka, KSThis role is ideal for someone who thrives in fast-paced environments, enjoys managing projects, and takes pride in delivering a standout advisor experience while driving meaningful marketing results. 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.
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.
Strategic Marketing Intern- Coaching Advisors Excel LLCStrategic Marketing Intern- CoachingTopeka, KSThe Strategic Marketing Intern-Coaching supports the Strategic Marketing & Performance Coaching team with day-to-day reporting, coordination and organization. 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.
Corporate Project Coordinator Advisors Excel LLCCorporate Project CoordinatorTopeka, KSYoull work across multiple departments to help keep projects organized, timelines on track and stakeholders informed, while ensuring teammates receive exceptional service and support. Overview: Were looking for a highly organized, detail-oriented Corporate Project Coordinator to help keep projects moving, deadlines on track and teams connected across our organization.
Quality Assurance Analyst Advisors Excel LLCQuality Assurance AnalystTopeka, KSYou won''t just be testing; you''ll be brainstorming creative solutions and collaborating closely with our awesome team and clients to understand their needs and identify areas for quality improvements. Accurately track and report errors and failures encountered during testing with detailed descriptions of the inputs and conditions necessary to reproduce the error.
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 Application Specialist Advisors Excel LLCLife Application SpecialistTopeka, KSOverview: As a Life Application Specialist, you'll play a vital role in helping clients complete life insurance applications accurately and efficiently through our App Assist program. If you're detail-oriented, comfortable on the phone, and thrive in a fast-paced, process-driven environment, this role offers the opportunity to build valuable insurance experience while supporting producers, underwriters, and internal partners across the business.
NewLife 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.
E-Communications Compliance Analyst Advisors Excel LLCE-Communications Compliance AnalystTopeka, KSp>What 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.
NewAccounting Intern Advisors Excel LLCAccounting InternTopeka, KSRemotep>What 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.
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.
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.
Employee Onboarding Specialist Advisors Excel LLCEmployee Onboarding SpecialistTopeka, KSp>This role is for someone who thrives in coordination and connection, is confident facilitating in front of groups, enjoys creating structure in fast moving environments, and takes pride in delivering a strong first impression that helps people feel they belong from day one. In this role, you will not only coordinate logistics but also serve as a facilitator and energy driver for group experiences, helping set the tone, guide sessions, and keep engagement high so new hires feel connected, confident, and excited to be here.
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.
Training Coordinator Advisors Excel LLCTraining CoordinatorTopeka, KSp>What you'll do: Create, maintain, and update current training materials, step-by-step documentation, and written/visual materials for online, virtual, and in-person training programs for Advisors and staff. Design methods to track common tasks on the Operations Team using existing systems, such as "average hold time," and prepare regular reports, and identify any patterns.
Marketing Coordinator Advisors Excel LLCMarketing CoordinatorTopeka, KSli>Audit and update websites in collaboration with internal teams and corporate marketing, ensuring content is accurate and revisions are implemented promptly. You will collaborate with teams across the division to coordinate strategies, deliver outstanding service, and ensure smooth execution of projects that drive results.