Jobs at Advisors Excel

The Retirement Client Advisor role is based in the Dallas-Fort Worth metroplex and focuses on managing a portfolio of retirement plan clients while generating new business opportunities. Key responsibilities include serving as the primary point of contact for clients, conducting regular investment reviews, and providing expert consultation on plan design, regulatory compliance, and market conditions. The position requires partnering with internal investment teams to communicate strategy and developing participant education programs. This opportunity appeals to professionals seeking a collaborative culture that values community involvement and long-term career growth. The role offers the chance to build lasting client relationships within a supportive environment that encourages multiple career paths and professional development.

The Retirement Client Advisor role is based in the Dallas-Fort Worth metroplex and focuses on managing a portfolio of retirement plan clients while generating new business opportunities. Key responsibilities include serving as the primary contact for clients, conducting regular investment reviews, and providing expert consultation on plan design, regulatory compliance, and market conditions. The position requires partnering with internal research teams to develop effective investment strategies and delivering participant education programs. This opportunity appeals to professionals seeking a collaborative culture that values community involvement and long-term career growth within a financial services firm. The role offers a dynamic environment where advisors can build lasting relationships and leverage their expertise in retirement planning to support client success.

This full-time Tutor and Academic Success Coach role supports students at Salem Community College by providing specialized English tutoring and proactive success coaching. The position involves delivering instruction through in-person and digital platforms, collaborating with advisors to identify and assist at-risk and diverse student populations, and maintaining academic support resources including social media and Canvas sites. The role appeals to candidates passionate about student retention and educational equity, offering a collaborative environment within a supportive campus community. The position requires a bachelor's degree and prior experience working with higher education students, with a focus on fostering growth for first-generation and nontraditional learners.

The Senior Digital Marketing Specialist role at Benjamin F. Edwards leads the firm's digital presence within the marketing department. Key responsibilities include end-to-end video production and editing, managing the WordPress website ecosystem, and executing advanced SEO and analytics strategies. The position also involves overseeing social media distribution and training advisors on digital best practices. This opportunity appeals to candidates seeking a collaborative culture that values legacy and personal growth within a client-first financial services environment. The role is based on-site in an office setting.

The Senior Staffing & Operations Manager role serves as a central operational leader within Teneo's U.S. Strategy & Communications business, focusing on aligning talent with high-priority client work. Key responsibilities include managing daily team deployment, forecasting workforce capacity, and developing data-driven dashboards to optimize business efficiency and delivery outcomes. This position appeals to professionals who thrive in fast-paced, global advisory environments by offering the opportunity to solve complex operational challenges that directly impact client success. The role fosters a collaborative culture with strong cross-functional partnerships and provides a platform for strategic influence. While the position is based in the New York office, it supports a hybrid work model requiring a minimum of three days on-site per week.

This hybrid Wealth Advisor role is based in the Cherry Creek, Denver office and supports the Client Advisory Team at Curi Capital, a rapidly growing national registered investment advisory firm. The position involves providing comprehensive financial planning services, including asset allocation, estate and tax planning, and insurance analysis for established clients. Key responsibilities also include growing the client base through business development, community involvement, and collaborating with the team to maintain strong client relationships. The role appeals to self-driven professionals seeking a collaborative culture rooted in accountability and service, offering opportunities for meaningful impact on clients' financial futures. The work arrangement requires a minimum of three days in the office, complemented by flexible time off and comprehensive benefits.

The Private Client Investment Associate role at J.P. Morgan Wealth Management in Bellevue supports Private Client Advisors by delivering operational, marketing, and administrative services. Key responsibilities include facilitating account openings and investment trades, managing client relationship reviews, and ensuring compliance with risk management and regulatory requirements. This position offers the opportunity to work within a leading financial services firm that prioritizes diversity, inclusion, and employee well-being. The role provides access to comprehensive benefits, professional development resources, and a collaborative team culture focused on helping clients achieve their financial goals.

This Associate role within the Portfolio Analysis Group at JPMorgan Wealth Management focuses on delivering independent analysis and thought leadership to support investment outcomes. Key responsibilities include managing composite performance reporting, conducting risk and return attribution analysis, and collaborating with technology teams to enhance portfolio analytics capabilities. The position involves validating performance processes, creating strategic business requirements, and serving as a subject matter expert for front-office advisors. The role is appealing for its opportunity to drive innovation in wealth management technology and work on high-impact strategic projects. It offers a collaborative environment within a global financial leader, requiring strong quantitative skills and the ability to communicate complex data to senior stakeholders. The position is based in Brooklyn, New York.

This Principal-level role within HKA's Forensic Accounting and Commercial Damages team focuses on delivering expert solutions for complex global disputes. The position involves leading high-stakes investigations, analyzing insurance claims, business interruption, and lost profits, while providing expert witness testimony for international arbitration and litigation support. The role appeals to professionals seeking a collaborative culture that values quality and continuous learning, offering opportunities to leverage existing expertise while developing specialized skills in a rapidly evolving field. The position supports a global mindset with a focus on inclusive growth and professional development within a leading risk mitigation firm.

This contingent role involves serving as an Executive Functioning Coach for neurodivergent students to foster academic success and independence. The position focuses on delivering individual and group sessions covering time management, organizational skills, stress reduction, and the use of assistive technology. Key responsibilities include breaking down academic goals into manageable steps, creating personalized planning templates, and coordinating efforts among faculty, advisors, and support staff. The role appeals to candidates passionate about inclusive education and student empowerment, offering the opportunity to model respect for diverse identities while supporting students in achieving their personal and academic objectives.

The Maintenance Technician role at Dave Wright Nissan Subaru offers an immediate opportunity to join a highly awarded dealership known for its collaborative culture and state-of-the-art facility. The position involves performing automotive maintenance tasks within a supportive team environment where problem-solving and commitment are core values. Key responsibilities include collaborating with service advisors and parts departments while utilizing the company's structured 120 Career Path Program for professional growth. The role is appealing due to its laid-back hiring process, which allows candidates to experience the shop atmosphere before committing, and the emphasis on employee development without requiring a degree. A valid driver's license is required to perform duties effectively.

This Classification Data Validation Intern role supports the Classification team at Syntax Data, a provider of financial industry datasets. The position involves researching publicly traded companies to collect and standardize financial data from sources like annual reports, performing quality checks to ensure data accuracy, and developing a deep understanding of diverse industries. The role is based in the New York City office with flexible scheduling up to 25 hours per week. It offers an appealing opportunity for students to gain hands-on experience with financial indices, work within a collaborative team-oriented culture, and solve problems autonomously while building a comprehensive dataset used by institutional investors.

The Wellness Advisor I role at the Avondale Meadows YMCA supports the wellness team by ensuring member safety in fitness areas and guiding new members through their onboarding journey. Key responsibilities include conducting one-on-one retention appointments to track progress, connecting members with appropriate wellness programs, and monitoring proper equipment usage to maintain a motivating environment. The position appeals to candidates seeking a flexible schedule with 20 hours of weekly free child care and a complimentary YMCA membership. This part-time opportunity emphasizes relationship building and professional growth within a community-focused culture, requiring current safety certifications and a background in exercise science.

The Automotive Valet role at DARCARS Toyota of Baltimore is essential for maintaining customer satisfaction and dealership efficiency. Key responsibilities include managing vehicle lanes, directing customers to parking or service areas, and assisting technicians by moving vehicles to and from the shop. The position also involves providing shuttle services, maintaining cleanliness of service areas and walkways, and handling vehicle tagging. This role appeals to those seeking a customer-focused environment with opportunities for internal career advancement and comprehensive benefits including a 401k plan and employee vehicle discounts. The position requires physical stamina for outdoor work in various weather conditions and a valid driver's license.

The Associate Learning Advisor role supports BrainStation's global digital skills training programs by bridging technology, education, and business growth. The position involves advising professionals on career advancement in fields like AI and data, driving revenue through direct outreach to prospective students, and collaborating with product teams to refine learning offerings. This opportunity appeals to those passionate about democratizing education and working in a culture that values lifelong learning, offering flexible working hours, remote work options, and comprehensive mentorship. The role is based in New York with hybrid capabilities and includes access to a supportive environment with health benefits and social engagement.

This full-time Tax Attorney role at Talley Law Group focuses on sophisticated individual tax planning for high-net-worth clients, business owners, and investors in Orange, California. The position requires leading complex income tax strategies involving pass-through entities, closely held businesses, real estate holdings, and California residency planning. Key responsibilities include drafting and executing transactional documentation such as entity formations and deed transfers, integrating estate planning considerations into tax strategies, and conducting deep technical research to support client advisory. The role appeals to attorneys seeking a collaborative environment where they can act as trusted advisors while mentoring junior staff and utilizing modern AI-assisted research tools. This hybrid position requires one day per week in the office with minimal travel, offering a chance to work within an integrated team of legal and accounting professionals.

This full-time team truck driving role operates refrigerated van trailers across all 48 states, focusing on no-touch freight logistics. The position involves driving with a partner, adhering to a schedule that includes home time every other week, and utilizing modern technology and equipment for comfort. The role appeals to drivers seeking a supportive culture that allows bringing pets on the road, along with access to nationwide facilities offering showers, laundry, and WiFi. Benefits include comprehensive health insurance, a 401(k) match, and tuition reimbursement, creating a stable career path for experienced CDL holders.

The Automotive Service Department Greeter/Porter role at New Holland Auto Group involves supporting the service team and enhancing the customer experience within an energetic, all-weather environment. Key responsibilities include greeting customers, parking and preparing vehicles for service, managing keys, and shuttling customers within a 20-mile radius. The position requires extensive walking and flexibility for occasional Saturday shifts. This role is appealing due to a culture that celebrates accomplishments through events and contests, with a strong emphasis on promoting from within. Benefits include health insurance, a 401k match, paid time off, and employee discounts, offering a supportive path for career advancement in a large, clean facility.

This on-site role within the Managed IT Services division at Pacific Office Automation involves serving as a trusted technical advisor for a portfolio of clients. The position requires managing client relationships, aligning IT strategies with business goals, and collaborating with internal teams to ensure effective technology utilization. Key responsibilities include developing technology roadmaps, conducting executive-level business reviews, and translating complex technical concepts into actionable business solutions. The role is appealing due to the company's strong commitment to employee growth, offering extensive training and certification opportunities in a collaborative environment. It provides a stable career path with a supportive culture that values diverse perspectives and long-term employee success.

This Financial Advisor role in Fort Myers and surrounding areas involves building a client practice focused on providing purpose-based financial advice, investments, and insurance to a faith-based community. Key responsibilities include developing long-term client relationships, delivering financial workshops, and leveraging a collaborative network of specialists to guide clients through their financial journeys. The position is appealing due to its mission-driven culture that prioritizes generosity and service, offering up to 14 weeks of paid training to obtain necessary licenses. The role provides the stability of a Fortune 500 organization while allowing for schedule flexibility and a collaborative environment where advisors can control their professional growth and work-life balance.

This mid-level automotive technician role is based at shops in Lake Orion and White Lake, focusing on general repairs, diagnostics, and fleet maintenance for consumer vehicles and Amazon trucks. The position involves performing brake, suspension, and engine services while utilizing modern diagnostic tools and ADAS calibration equipment. Key responsibilities include maintaining high-quality repairs, collaborating with senior technicians and service advisors, and participating in ongoing training for certifications. The role appeals to mechanics seeking career growth through paid training and a supportive environment that values skill development. It offers a flexible 4x10 shift schedule with three-day weekends, an annual tool allowance, and access to clean, upgraded facilities with modern equipment.

This Vice President role at Blackstone Private Wealth serves as a subject-matter expert for 1031 exchange and tax-deferred real estate solutions. The position supports fundraising and advisor engagement by partnering with investment teams to develop product positioning and manage the full product lifecycle. Key responsibilities include providing technical guidance on tax structures, coordinating due diligence with legal and compliance teams, and creating high-impact market commentary and client updates. The role appeals to professionals seeking to leverage deep private real estate expertise within a global platform managing significant capital. It offers a collaborative environment with opportunities to mentor junior staff and engage with high-net-worth clients across North America, Europe, and Asia, requiring occasional travel for meetings and industry events.