Jobs at Advisors Excel

This full-time Relationship Banker role within Wells Fargo's Consumer, Small & Business Banking division focuses on building strong customer relationships and delivering comprehensive financial solutions. The position involves assessing client needs, recommending retail banking products, and guiding customers through account opening and digital banking options. Key responsibilities include collaborating with financial advisors for investment needs, resolving service inquiries, and ensuring strict adherence to regulatory compliance and risk management standards. The role offers a supportive environment recognized as a top workplace for career growth, featuring robust benefits and a culture that emphasizes work-life balance and community impact. While the position is based at the Oregon Avenue branch with a schedule that may include Saturdays, it provides opportunities for professional development through required licensing programs and mentorship.

This Analyst, Content Specialist role within the Innovation Department at Harrison Street Asset Management focuses on bridging human expertise and artificial intelligence. The position involves capturing and structuring institutional knowledge from investment professionals to train proprietary AI models, transcribing and synthesizing strategic meeting notes, and collaborating with engineering teams to ensure data fidelity. The specialist also supports the development of case studies and narratives that highlight the firm's AI applications. This opportunity appeals to candidates interested in the intersection of finance and emerging technology, offering a chance to work with a global leader in alternative investments. The role is based in Chicago and emphasizes a culture of innovation, intellectual curiosity, and forward-thinking strategies.

This hybrid Sales Development Representative role at Gravitational Marketing focuses on generating new business demand for a nationally recognized marketing agency. The position involves mastering product knowledge, utilizing lead generation tools to build targeted prospect lists, and conducting 100 to 150 daily outbound calls to decision-makers in the automotive and other vertical markets. Key responsibilities include presenting sales-ready opportunities to senior advisors and meeting established performance metrics. The role appeals to high-energy individuals seeking a vibrant, success-minded culture that has been consistently ranked as a top workplace in Orlando. Benefits include a flexible work arrangement, a manageable work-life balance, five weeks of vacation, and a supportive environment that prioritizes professional growth and fun team activities.

This full-time role within J.P. Morgan Wealth Management's National Branch group in Irvine, CA, focuses on serving clients as a Personal Advisor. The position involves partnering with individuals to create custom financial plans, matching them with investment portfolios managed by the firm's Chief Investment Officer, and providing ongoing advice to navigate life changes. Key responsibilities include converting leads into clients, utilizing a solution-oriented mindset for holistic planning, and educating clients on digital tools for financial monitoring. The role is appealing for its emphasis on building trusted, long-term relationships supported by top-tier technology and a collaborative office environment. Success in this position requires active Series 7 and Series 66 licenses, with a preference for candidates holding a CFP designation and prior financial planning experience.

This full-time Data Analyst Technical Staff role supports strategic initiatives and clinical standards within Intermountain Health's Digital Technology Services team. The position involves collaborating with senior leaders and healthcare stakeholders to ensure data integrity, develop meaningful visualizations, and deliver actionable insights through report creation and storytelling. Key responsibilities include managing project priorities, conducting data exploration, and providing training to promote independent data consumption. The role offers the opportunity to work on high-impact healthcare projects in Salt Lake City while fostering professional growth through continuous learning and participation in the analytic community.

The Health Advisor role at Sun Life U.S. supports PinnacleCare members by acting as a dedicated coordinator to navigate the complex healthcare system and secure timely access to top specialists. Key responsibilities include managing medical records, scheduling appointments, arranging second opinions, and collaborating with medical directors to provide expert insights on treatments and clinical trials. The position requires a licensed professional with a background in nursing, social work, or case management to deliver high-touch, compassionate service to clients primarily in the Midwest region. This opportunity appeals to candidates seeking a flexible work environment within a collaborative, inclusive culture recognized as a top employer. The role offers significant professional growth, comprehensive wellness benefits, and the chance to make a meaningful impact on individuals and families during critical health journeys.

This full-time Material Handler role operates on a night shift schedule within McKesson's healthcare supply chain network. The position involves administering warehouse operations, including processing, packaging, and storing medical supplies and equipment. Key responsibilities include auditing incoming goods, coordinating shipping and receiving schedules to regulate inventory flow, and maintaining facility safety and equipment. The role appeals to candidates seeking to contribute to a Fortune 10 company dedicated to improving healthcare accessibility and patient well-being. Employees benefit from a culture that encourages professional growth and empowers staff to bring new ideas to the organization while working in a structured, procedure-driven environment.

The Accurint One Sales Representative supports the East Territory sales team by driving adoption of LexisNexis Risk Solutions' next-generation law enforcement platform. This role combines public safety domain expertise with consultative SaaS sales to help agencies modernize investigative workflows. Key responsibilities include partnering with territory representatives to identify opportunities, leading product demonstrations, conducting needs assessments, and supporting pilots and proofs of value. The position appeals to candidates passionate about public safety technology, offering the chance to serve as a trusted advisor to federal, state, and local agencies. The role operates within a lean, high-performing team and requires travel within the assigned territory, with a strong emphasis on professional growth and contributing to mission-critical operational efficiency.

The MLF America Pedagogical Advisor role supports the professional development of teaching staff across approximately 30 bilingual schools in the United States and Canada. Key responsibilities include designing and delivering distance training modules, advising teachers on university degree programs through classroom observation, and collaborating with school managers to align practices with the network's educational policies. The position offers the opportunity to work within a dynamic international network focused on secular French education, fostering innovation in digital learning and bilingual pedagogy. The role involves a mix of remote work and on-site visits, with travel arrangements coordinated between the Houston office and Paris headquarters.

This 100% remote role engages licensed mental health therapists as independent contractors to deliver telehealth services for Brightside Health. The position focuses on providing evidence-based therapy sessions, utilizing measurement-driven care tools, and collaborating with psychiatrists for integrated treatment. Key responsibilities include conducting video sessions, maintaining AI-enabled documentation, and participating in specialized programs like suicide prevention and teen therapy. The opportunity appeals to professionals seeking a flexible schedule with a steady stream of referrals, allowing them to build a sustainable practice without administrative burdens. The role offers strong clinical support, free malpractice coverage, and continuing education, enabling therapists to work on their own terms while making a measurable impact on patient outcomes.

This Group Fulfillment role within Gusto's Operations team serves as the critical link between small business customers and health insurance carriers to ensure accurate and timely coverage activation. The position involves managing end-to-end enrollment processes, navigating carrier-specific portals, and verifying eligibility data to maintain compliance and accuracy. Key responsibilities include collaborating with customer-facing teams to resolve information gaps and leveraging AI tools to optimize workflow efficiency. The role appeals to detail-oriented professionals who value precision and want to make a tangible impact on the lives of small business owners. The position operates on a hybrid basis, requiring attendance in the Denver, San Francisco, or New York office two to three days per week, while fostering a culture of digital fluency and collaborative problem-solving.

The Legal Counsel role within UMB's Corporate Legal department serves as a trusted advisor to senior leaders and line of business stakeholders, focusing on corporate governance and regulatory compliance. Key responsibilities include organizing Board of Directors meetings, drafting minutes and resolutions, maintaining corporate records, and supporting the preparation of SEC filings and stock exchange compliance. The position also involves advising on insider trading regulations and monitoring evolving legal trends. This opportunity appeals to candidates seeking a collaborative culture that values work-life balance, professional development, and community involvement. The role offers a chance to work in a dynamic financial services environment with a focus on strategic risk mitigation and relationship building.

This full-time Automotive Technician role at Hennessy Lexus of Gwinnett focuses on ensuring vehicle safety and reliability through expert repair and maintenance. The position involves performing preventative services like oil changes and tune-ups, diagnosing mechanical and electrical malfunctions, and conducting test drives to verify serviceability. Technicians also maintain detailed service records and ensure shop equipment remains in pristine condition. The role is appealing due to the company's investment in staff through paid training, state-of-the-art facilities, and a supportive culture built on core values like teamwork and integrity. The work environment is climate-controlled, and the position offers a comprehensive benefits package including paid time off and a 401(k) match. Shifts may include evenings, weekends, and holidays, requiring regular attendance at the dealership premises.

This 100% remote 1099 contractor role involves delivering telehealth therapy services for Brightside Health, a behavioral health organization focused on evidence-based, measurement-driven care. The position requires licensed clinicians to conduct video sessions, apply therapeutic modalities like CBT, and utilize digital tools for progress tracking and documentation. Key responsibilities include collaborating with psychiatrists, maintaining HIPAA-compliant records, and potentially specializing in suicide prevention or teen therapy programs. The role is appealing due to its high degree of flexibility, allowing therapists to set their own schedules and build a sustainable private practice without administrative burdens like billing or marketing. Additional benefits include free malpractice coverage, continuing education units, and a steady stream of patient referrals, all supported by a collaborative clinical community and AI-enabled technology.

This independent contractor role targets career changers in Southern Arizona to build a financial advisory practice within WealthBridge Financial Group. The position involves developing comprehensive financial plans covering protection, retirement, and estate planning while serving diverse local markets including Tucson, Lake Havasu, and border communities. Key responsibilities include prospecting new clients, conducting weekly coaching sessions, and rapidly obtaining necessary state and securities licenses. The opportunity appeals to driven individuals seeking ownership of their business from day one, offering direct mentorship from the regional Managing Director, a structured training program, and a clear path to senior leadership. The arrangement provides flexible scheduling and access to a multi-carrier product platform without non-solicitation restrictions.

The Head of Communications role at Paxos leads the global communications strategy for a blockchain infrastructure company rebuilding financial systems. This position oversees executive, corporate, policy, internal, and product narratives to re-establish the brand in key financial and crypto markets. Key responsibilities include managing media relations, advising the CEO and executive team on strategic decisions, and coordinating cross-functional partners and external agencies. The role appeals to senior leaders seeking to shape the future of finance within a mission-driven environment that values innovation and trust. The position is fully remote, offering flexibility to operate across international time zones while driving high-impact storytelling in a regulated industry.

This full-time team driver position for Schneider involves operating refrigerated van trucks out of Roanoke, Virginia, with routes covering all 48 states. The role focuses on transporting no-touch freight while utilizing modern, well-maintained equipment equipped with automated transmissions and comfort upgrades. Key responsibilities include maintaining safe driving standards, adhering to schedules, and collaborating with a partner driver to manage long-haul logistics. The position is appealing due to its supportive team culture, which includes a pet-friendly policy allowing drivers to bring their dogs or cats, and access to a nationwide network of facilities offering amenities like showers and laundry. The work arrangement features a home time schedule of every three weeks and includes comprehensive benefits such as medical coverage, a 401(k) match, and tuition reimbursement.

The Lead Government Commercial Banking Relationship Manager role serves as a strategic advisor within the Commercial Bank, focusing on the Mountain and Midwest regions. The position involves cultivating and expanding relationships with large public sector entities such as cities, counties, and school districts by delivering tailored financial solutions. Key responsibilities include structuring complex credit facilities, analyzing government budget documents, and leading customized banking strategies across treasury management and capital markets. This opportunity appeals to professionals seeking a hybrid work arrangement with significant travel, offering a chance to mentor junior colleagues and influence enterprise-wide public sector initiatives. The role emphasizes a collaborative culture that balances strong customer relationships with a robust risk management and compliance-driven environment.

This principal-level role within Wells Fargo's Commercial Bank focuses on managing strategic relationships with large government entities across the Gulf region. The position involves acting as a trusted advisor to public sector leaders, structuring complex credit facilities, and delivering tailored solutions in treasury management and capital markets. Key responsibilities include analyzing municipal budgets, driving business development through pipeline management, and collaborating with product teams to innovate public finance offerings. The role appeals to experienced professionals seeking to leverage deep public sector expertise in a hybrid work environment with significant travel opportunities. It offers a platform to influence enterprise-wide strategies while mentoring junior colleagues within a culture that prioritizes strong customer relationships and rigorous risk management.

The Senior Benefits Consultant role is based in Atlanta and involves hybrid work with two days onsite at a client location. This position focuses on strategically developing, implementing, and overseeing comprehensive benefits programs for North American operations. Key responsibilities include designing wellness strategies, managing vendor RFPs, analyzing benefits data for program enhancements, and providing executive-level insights to align benefits with organizational goals such as retention and DEI. The role requires deep expertise in UKG Pro and strong analytical skills to drive data-driven decisions. This opportunity appeals to professionals seeking a collaborative environment where they can influence high-level strategy, mentor teams, and directly impact employee experience within a supportive firm culture.

This Staff Attorney role at Accelerant Law supports a modern estate planning firm serving ultra-high net worth families. The position focuses on drafting core estate documents, administering private trust companies, and assisting with probate and tax filings. The attorney will work closely with senior counsel on sophisticated matters while receiving mentorship in a collaborative environment. The role offers a hybrid work arrangement requiring two days per week in the Nevada office, with flexibility for the remaining time. This opportunity is ideal for a detail-oriented professional seeking meaningful exposure to trusts and estates within a non-traditional, growth-oriented culture.

This Vice President role within J.P. Morgan Asset Management's Multi-Asset Solutions team focuses on developing retirement insights for corporate and public retirement plans. The position involves analyzing proprietary data to identify behavioral trends, serving as a technical expert on retirement planning vehicles, and translating complex research into actionable strategies for financial professionals. Key responsibilities include creating white papers, delivering presentations at industry events, and collaborating with client advisor teams globally. The role appeals to candidates passionate about retirement research and thought leadership, offering a fast-paced environment with significant travel opportunities to engage diverse audiences. It provides a platform to influence retirement outcomes while working alongside a large group of investment professionals managing substantial global assets.

The Proposal Manager role within WSP's Federal Programs business line supports senior leaders in securing contracts with major federal agencies. Key responsibilities include leading end-to-end proposal development, creating capture strategies, coaching presentation teams, and managing compliance for complex government pursuits. The position also involves maintaining business line collateral and fostering cross-regional collaboration to enhance market positioning. This opportunity appeals to professionals seeking a strategic environment with a focus on continuous improvement and professional growth within a global engineering firm. The role is based in preferred U.S. office locations such as Kansas City, Denver, or Washington, DC, with flexibility for remote work and occasional travel as needed.

This hybrid Tax Director role serves as a career-fast-track opportunity within a global organization, focusing on developing and executing international tax strategies that support growth and risk mitigation. Key responsibilities include establishing tax governance aligned with SOX standards, managing global compliance for direct and indirect taxes, and leading transfer pricing policies and intercompany transaction reviews. The position offers the appeal of rapid promotion potential and the chance to drive strategic initiatives in a high-growth environment. The role requires extensive experience in corporate and international tax across U.S. and EMEA jurisdictions, along with expertise in ERP systems and tax automation tools.

The Senior Accounting Manager role oversees daily accounting operations and financial reporting for ISA, a subsidiary of the newly public defense technology firm HawkEye 360. Key responsibilities include managing the month-end close process, ensuring compliance with US GAAP and government contracting regulations such as FAR and CAS, and leading a small team of accounting professionals. The position requires coordinating with external auditors, managing tax compliance, and supporting the integration of ISA into the corporate financial structure. This opportunity appeals to candidates seeking to join a high-growth national security organization where they can drive process improvements and automation within a collaborative environment. The role reports directly to the Chief Accounting Officer and offers the chance to work in a mission-critical setting that supports global defense and intelligence operations.