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Transitions Consultant

Company: Advisors Excel
Location: Topeka
Posted on: November 23, 2022

Job Description:


Transitions Consultant


2950 SW McClure Rd

Topeka, KS

Job Id:


# of Openings:


Position: Transitions Consultant

Department: Wealth Management


As a Transitions Consultant, you'll have the opportunity to build relationships with Financial Advisors across the country. It will be your responsibility to manage their on-boarding and transition to our Wealth Management RIA and brokerage platform. If you have a high standard for service and enjoy the challenges of working in a fast-pace environment, this could be the perfect opportunity for you.

What you'll do:

  • Develop and manage transition processes from start to finish for our advisors
  • Understand, implement and assist in the training process for transitioning advisors and their staff
  • Work with other internal divisions to ensure seamless conversion of advisor's offices

    Experience you'll bring:

    • Confident, professional and articulate in written and verbal communication
    • Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
    • PC proficiency, ability to work on several platforms at once

      Bonus Points:

      • Series 7, 63/65 or 66, and 24
      • Brokerage industry experience
      • Knowledge of brokerage, advisory, and insurance products

        What you'll get:

        • Amazing benefits including medical, dental, vision and 401k (with matching options)
        • Generous PTO package from your start date
        • Access to our very own on-site primary care physician, cafe and gym
        • Continuous personal and professional development opportunities
        • Recognition for hard work & exemplary performance

          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. 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.


          Apply for this Position

Keywords: Advisors Excel, Topeka , Transitions Consultant, Other , Topeka, Kansas

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