Jobs at Advisors Excel | HiringCafe

Advisors Excel

Training Coordinator

Develop and deliver training content; create eLearning/videos; administer training; maintain records; support training initiatives.

Advisor Service Associate

Strong organizational and communication skills; ability to work independently and on multiple platforms; customer service experience; financial services exposure preferred.

Annuity Operations Associate

Detail-oriented, strong communication, organized, multi-tasking, independent yet collaborative, PC proficient.

Digital Marketing Associate

Experience managing Meta/Facebook ads, paid social campaigns, analytics, and marketing platforms; 1-2 years in digital marketing; strong communication and multitasking skills.

Digital Marketing Specialist (Testing and Insights)

Digital Marketing Specialist

2+ years in media, advertising, research, or related field; strong research and data-to-insights; cross-team collaboration; excellent written/presentations; onsite Topeka, sponsorship not offered.

VP of Distribution Partnership Network

10+ years in sales or business development in insurance/financial services; proven revenue growth; leadership of sales teams; knowledge of Broker/Dealer and Insurance Agency distribution; ability to build scalable processes and go-to-market strategies.

Marketing Coordinator

Support marketing campaigns, coordinate projects, manage timelines, and assist with events; strong MS Office, basic design tools, excellent communication.

Help Desk Technician

Help Desk Technician with strong customer service, Windows OS, Office 365, and ticket handling; onsite Topeka, nights/weekends on-call.

Web Development Intern

Front-end web development interest; basic HTML/CSS; responsive design; attention to detail; able to work independently or in a team; good communication.

Video Intern

Assist video production: edit videos, manage studio, support preproduction and shoots; strong communication and organization; able to meet deadlines.

Annuity Operations Summer Intern

Annuity Operations Intern

College coursework in business, finance, or related field; detail-oriented; strong communication; willing to learn; proficient with PCs

Books Program Intern

College-level study in communications or journalism; strong writing/editing; able to manage multiple projects; strong communication.

Tax Accountant

Bachelor’s degree in Accounting or related field; 3–5 years public accounting; strong knowledge of federal and multi-state tax compliance; proficiency in Excel; analytical, organizational, and communication skills.

Financial Reporting Associate

Bachelor’s degree in Accounting, Finance, Business, or related field; strong accounting knowledge; reconciliations; detail-oriented; able to work independently; good communication.

Compliance Examiner

5+ years financial services experience; Series 7 license (24 preferred or obtained upon hire); knowledge of SEC/FINRA and state rules; strong communication; ability to travel 30-50%.

Managing Director – Strategic Equity Investment Partnerships

Managing Director

5-10+ years in wealth management, investment banking, private equity, corporate development, or advisor-focused partnerships; proven deal execution and leadership capabilities.

Supervision Specialist

Supervise daily activities of investment advisor and registered reps; ensure policy training; identify suspicious activity; improve supervisory processes.