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Jobs at Advisors Excel

Browse 1 active roles at Advisors Excel. Filter by category, skill, type, and more.

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984 jobs found

Stout logo

Senior Vice President, Business Valuation Litigation - Valuation Advisory

businessStoutlocation_onEdison, New Jerseypayments$120k-215k

This Senior Vice President role within Stout's Valuation Advisory group focuses on leading business valuation and litigation support engagements for high-stakes disputes. Key responsibilities include directing complex financial analyses for mergers, acquisitions, and economic damages, preparing expert reports for legal proceedings, and managing client relationships alongside junior team members. The position appeals to professionals seeking a hybrid work environment that fosters Relentless Excellence, offering significant opportunities for practice growth, mentorship, and professional development within a collaborative, inclusive culture.

Full-TimeHybrid
2d agoView Details arrow_forward
September Design Studio logo

Regulatory Compliance Advisory Specialist

businessSeptember Design Studiolocation_onNew York, New YorkpaymentsNot Disclosed

This Level 3 Regulatory Compliance Advisory Specialist role operates within the Regulatory Relations function of the Compliance department. The position focuses on managing interactions with key supervisory bodies like the FRBNY and the Federal Reserve Board, while overseeing regulatory examinations and continuous monitoring activities. Key responsibilities include preparing high-level reporting for the Board and senior management, leading the tracking of remedial activities, and advising business lines on regulatory requirements and policy enhancements. The role appeals to candidates seeking a strategic position within a high-standard financial environment where they can influence compliance culture and build relationships with industry regulators. The position requires a collaborative approach to support the organization's growth program and ensure adherence to complex regulatory frameworks.

Full-TimeOn-site
6h agoView Details arrow_forward
Pennsylvania House of Representatives logo

Constituent Services Advisor

businessPennsylvania House of Representativeslocation_onUpper Gwynedd Township, PennsylvaniapaymentsNot Disclosed

The Constituent Services Advisor role is a full-time, onsite position within a Member's District Office, serving as the primary administrative and governmental liaison for the community. Key responsibilities include managing constituent inquiries across multiple channels, processing various state and local forms such as PennDOT and tax documents, and handling correspondence on behalf of the Member. The role also involves maintaining office operations, managing calendars, and building relationships with local businesses and officials. This position offers the appeal of direct community impact and the opportunity to develop strong public service and administrative skills within a collaborative government environment.

Full-TimeOn-site
17h agoView Details arrow_forward

Working at Advisors Excel

Advisors Excel is a 806 Privately Held in the Financial Services industry, founded 2005, headquartered in Topeka, KS 66614, US.

The team focuses on marketing planning, sales techniques, fixed indexed annuities, creative services, lead generation, among other areas.

Advisors Excel is a financial services firm based in Topeka, Kansas, dedicated to helping independent financial advisors transition from practicing professionals to successful business owners. Since its establishment in 2005, the organization has redefined the role of the Independent Marketing Organization by offering comprehensive support, operational resources, and a robust peer network. The company serves elite financial professionals across the United States, enabling them to deliver exceptional retirement planning and build lasting financial legacies for their clients.

The firm distinguishes itself through a balanced approach that combines significant scale with personalized attention. Its size allows for the provision of extensive resources, including business coaching, marketing, IT support, case design, product assistance, and compliance services, which smaller entities often cannot match. Despite this capacity, Advisors Excel maintains a focus on individual growth, ensuring that advisors receive prompt and thorough assistance to focus on client service.

See more: Advisors Excel company profile, Browse all companies.

Frequently asked questions about jobs at Advisors Excel

How big is Advisors Excel?expand_more
Advisors Excel reports a workforce in the range of 806, based out of Topeka, KS 66614, US.
Where is Advisors Excel headquartered?expand_more
Advisors Excel is headquartered in Topeka, KS 66614, US.
What industry is Advisors Excel in?expand_more
Advisors Excel operates in the Financial Services industry as a Privately Held.
What kind of company is Advisors Excel?expand_more
Advisors Excel is a Privately Held, founded in 2005.
How many open roles does Advisors Excel have?expand_more
Advisors Excel currently has 1 active openings on Recrutus. Browse them at /companies/advisors-excel-50fd44/jobs.
What is Advisors Excel known for?expand_more
Stout logo

Director – Provider Compensation Valuation, Healthcare Valuation and Advisory

businessStoutlocation_onDenver, Coloradopayments$145k-300k

The Director of Provider Compensation Valuation leads the healthcare valuation and advisory practice at Stout, focusing on analyzing physician and provider compensation arrangements for a nationwide client base. Key responsibilities include overseeing all phases of client projects, managing team workflows to ensure quality and timeliness, and providing mentorship to junior staff. The role also involves developing high-quality valuation reports, representing the firm in client interactions, and driving business development through thought leadership. This position appeals to professionals seeking a collaborative culture rooted in Relentless Excellence, offering opportunities for professional growth through training and mentorship. The firm supports work-life balance with flexible schedules and a discretionary time off policy, allowing for a dynamic career in a supportive, inclusive environment.

Full-TimeOn-site
2d agoView Details arrow_forward
Stockman of Montana logo

Wealth Advisor

businessStockman of Montanalocation_onBozeman, MontanapaymentsNot Disclosed

The Wealth Advisor role at Stockman Wealth Management focuses on delivering comprehensive financial planning and portfolio management services while driving business growth. Key responsibilities include developing new client relationships, deepening existing connections through personalized service, and participating in corporate meetings and special projects. The position requires a strong commitment to exceptional client care, the ability to work independently, and proficiency in complex financial analysis. This opportunity appeals to professionals seeking a dynamic environment that values action-oriented problem-solving and professional growth. The role involves regular travel, including overnight trips, and is ideal for individuals with a Bachelor's degree and Series 65 certification who thrive in a collaborative, client-focused culture.

Full-TimeOn-site
2d agoView Details arrow_forward
American Savings Bank, FSB logo

Financial Advisor

businessAmerican Savings Bank, FSBlocation_onHonolulu, Hawaiipayments$43k-0

This Financial Advisor role involves managing a book of business and selling investment products within a bank branch environment. The position requires developing financial plans for clients, soliciting new customers, and mentoring licensed branch employees to drive business growth. Key responsibilities include conducting client discovery sessions, ensuring regulatory compliance, and collaborating with bankers to identify cross-referral opportunities. The role appeals to candidates seeking a dynamic sales environment with opportunities for professional development and mentorship. Success is supported by a structured training program and a collaborative culture focused on community service. The position requires on-site presence during business hours and travel between assigned branches, with a valid driver's license and relevant securities licenses being mandatory.

Full-TimeOn-site
15h agoView Details arrow_forward
Redlands Chamber of Commerce logo

Insurance & Retirement Advisor

businessRedlands Chamber of Commercelocation_onRedlands, Californiapayments$23-30/hr

This full-time Insurance & Retirement Advisor role supports the lead sales and advisory team at Vantage Insurance in Redlands, California. The position focuses on facilitating the financial planning workflow by preparing for client meetings, processing new business, and managing client onboarding. Key responsibilities include taking detailed meeting notes, sending recaps, maintaining CRM data, preparing illustrations and reports, and assisting clients with applications for life insurance and annuities. The role also involves coordinating underwriting and policy delivery processes while ensuring clients complete satisfaction surveys. This opportunity appeals to individuals seeking a collaborative environment that values integrity and excellence. The position requires a minimum of two years of experience in the industry and a valid life insurance license, offering a chance to work closely with senior leadership in a supportive team setting.

Full-TimeOn-site
2d agoView Details arrow_forward
Cruit Group logo

Director, Construction Project Advisory & Disputes

businessCruit Grouplocation_onHenderson, NevadapaymentsNot Disclosed

This Director-level role within a global consulting firm's Construction Practice focuses on delivering high-level advisory services and dispute resolution for complex projects. The position drives US expansion by combining business development with technical leadership. Key responsibilities include leading commercial initiatives and proposal strategies, managing multiple large-scale projects to ensure quality and deadlines, and serving as the primary client liaison for risk management and communication. The role also involves mentoring junior consultants and overseeing project profitability. This opportunity appeals to professionals seeking a leadership position in a collaborative environment that values technical excellence and strategic growth. The position requires advanced proficiency in project scheduling tools and offers a dynamic setting for those with extensive construction consulting experience.

Full-TimeOn-site
2d agoView Details arrow_forward
Spartan Placements logo

Litigation & Forensic Advisory Manager or Director

businessSpartan Placementslocation_onPorter Township, Ohiopayments$110k-350k

This leadership role within the Litigation & Forensic Advisory practice offers a path from Manager to Director across multiple hybrid locations. The position involves building and expanding the service line by leading teams, preparing expert reports, and driving business development through client engagement and thought leadership. Key responsibilities include partnering with attorneys on complex disputes, mentoring staff, and executing strategic growth plans. The opportunity is appealing due to the clear trajectory toward practice leadership, the chance to directly influence business expansion, and the ability to shape a high-demand specialty. Candidates will work in a collaborative environment that values professional growth and offers flexibility through a hybrid work model.

Full-TimeHybrid
2d agoView Details arrow_forward
Rosecrance Behavioral Health logo

Financial Adv Team Leader

businessRosecrance Behavioral Healthlocation_onSioux City, Iowapayments$23.68-0/hr

The Financial Advisor Team Leader role at Rosecrance supports a behavioral health organization dedicated to helping individuals overcome substance use and mental health challenges. This position manages client financial accounts, verifies insurance benefits, and ensures accurate funding documentation throughout the treatment process. Key responsibilities include supervising and training team members, coordinating with insurance providers for Medicaid and commercial plans, and resolving billing discrepancies. The role is appealing for its opportunity to lead a team within a mission-driven culture focused on hope and recovery. The position is based on-site at the Sioux City, Iowa facility with standard weekday hours.

Full-TimeOn-site
5h agoView Details arrow_forward
Springline Advisory logo

Senior Manager Forensic Accounting

businessSpringline Advisorylocation_onFort Lauderdale, FloridapaymentsNot Disclosed

The Senior Manager Forensic Accounting role leads high-impact investigations and litigation support within a rapidly growing regional firm that is part of a national powerhouse. Key responsibilities include directing complex fraud and financial misconduct inquiries, overseeing financial data analysis for legal proceedings, and presenting findings through detailed reports or expert testimony. The position also involves mentoring a team of forensic professionals and developing strategies to detect and prevent financial irregularities. This opportunity is appealing due to the firm's people-first culture that prioritizes professional development, innovation, and collaboration. The role offers a flexible work arrangement combining remote work with necessary travel, allowing for a balanced professional environment while contributing to the firm's strategic growth.

Full-TimeHybrid
2d agoView Details arrow_forward
Sidara logo

Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management

businessSidaralocation_onSan Diego, Californiapayments$168k-225k

This senior leadership role at TYLin involves directing the Water Advisory practice within the firm's global infrastructure consulting division. The position focuses on strategic growth, overseeing asset management and resilience initiatives while building strong relationships with clients and regulators. Key responsibilities include leading multidisciplinary teams, driving business development and revenue targets, and serving as a principal on major engagements to deliver integrated engineering and advisory solutions. The role appeals to experienced professionals seeking to shape the future of water infrastructure through innovative, sustainable decision frameworks. It offers a collaborative culture rooted in a Generous Mindset, opportunities for global impact, and a comprehensive benefits package, with travel required to support client engagements.

Full-TimeOn-site
9h agoView Details arrow_forward
Montana Tech Components logo

Academic Advisor I

businessMontana Tech Componentslocation_onButte, Montanapayments$18.45-0/hr

The Academic Advisor I role within the Student Affairs department at Montana Technological University supports prospective, new, and continuing students with degree planning and course selection. Key responsibilities include guiding students through academic policies, collaborating with faculty to improve retention, and utilizing student information systems to track progress. The position offers a collaborative environment focused on developing future leaders in science and technology. The university provides a comprehensive benefits package including health insurance, retirement contributions, and tuition waivers. While primarily on-site in Butte, Montana, the role may include possible remote work days with supervisor approval.

Full-TimeOn-site
2d agoView Details arrow_forward
Zions Bancorporation logo

Wealth Advisor

businessZions Bancorporationlocation_onHenderson, Nevadapayments$75k-100k

This Wealth Advisor role at Nevada State Bank in Las Vegas focuses on delivering comprehensive financial services to high-net-worth individuals and families within the Zions Wealth Management division. The position involves building strategic relationships with internal banking partners, conducting financial planning, managing investment strategies, and coordinating trust and insurance solutions to meet client objectives. The role appeals to professionals seeking a collaborative environment that values community engagement, continuous learning through tuition reimbursement, and a strong culture of inclusion. The position offers immediate medical benefits, a 401(k) match, and opportunities for career growth within a stable, full-service banking organization.

Full-TimeOn-site
5h agoView Details arrow_forward
Hendrick Automotive Group logo

Service Advisor

businessHendrick Automotive Grouplocation_onApex, North CarolinapaymentsNot Disclosed

The Service Advisor role at Hendrick Toyota Apex serves as the primary liaison between vehicle owners, service technicians, and the dealership management team. Key responsibilities include identifying required maintenance, advising customers on necessary repairs, estimating costs for parts and labor, and scheduling appointments to ensure efficient service flow. The position appeals to candidates with automotive experience who value a collaborative culture built on servant leadership, integrity, and a commitment to customer enthusiasm. The role is based on-site at the dealership in Apex, North Carolina, and offers opportunities for professional growth within a team that prioritizes continuous improvement and winning standards.

Full-TimeOn-site
9h agoView Details arrow_forward
Ken Garff Automotive Group logo

Service Advisor

businessKen Garff Automotive Grouplocation_onWebster, TexaspaymentsNot Disclosed

The Service Advisor role at Big Star Dodge, part of the Ken Garff Automotive Group, involves managing customer interactions within the service department to ensure a positive automotive repair experience. Key responsibilities include greeting customers, identifying service needs, providing accurate repair estimates and updates, collecting payments, and utilizing dealer management systems to track vehicle history and schedule appointments. The position appeals to candidates seeking a collaborative environment that prioritizes listening, integrity, and employee well-being. The company offers a supportive culture with comprehensive benefits, wellness time off, and opportunities for professional growth. This is an on-site position within a fast-paced dealership setting.

Full-TimeOn-site
16h agoView Details arrow_forward
Stout logo

Director, Accounting & Reporting Advisory

businessStoutlocation_onCleveland, Ohiopayments$145k-300k

The Director, Accounting & Reporting Advisory role leads technical accounting engagements for diverse clients across industries such as life sciences and technology. Key responsibilities include executing complex financial reporting, reviewing contracts for GAAP compliance, preparing SEC filing disclosures, and serving as a subject-matter expert for the firm's valuation practice. The position also involves business development to grow the service line and presenting findings to C-suite executives. This opportunity appeals to entrepreneurial professionals seeking growth within a collaborative culture that values Relentless Excellence. The firm offers flexible work schedules, comprehensive professional development, and a supportive environment focused on inclusion and work-life balance.

Full-TimeOn-site
2d agoView Details arrow_forward
Fugro logo

HSSE Project Support Advisor

businessFugrolocation_onHouston, TexaspaymentsNot Disclosed

The HSSE Project Support Advisor role involves providing Health, Safety, Security, and Environmental expertise to support operational projects within Fugro's global Geo-data and technology division. Key responsibilities include leading by example in safety culture, facilitating the development of Project Execution Plans such as Hazard Identification and Medical Emergency Response Plans, and mentoring project teams to ensure compliance with HSSE standards. This position appeals to professionals seeking career growth through extensive training opportunities and a culture that prioritizes employee well-being and continuous learning. The role requires up to 30% travel to various work locations and offers flexible work models to support a healthy work-life balance.

Full-TimeOn-site
2d agoView Details arrow_forward
Summit Wash Holdings logo

Customer Sales Advisor

businessSummit Wash Holdingslocation_onOrlando, Floridapayments$15-0/hr

The Customer Sales Advisor role at Summit Wash Holdings involves delivering high-energy guest service and sales support at a fast-paced car wash location in Orlando. Key responsibilities include processing payment transactions, answering inquiries about wash plans, maintaining sales and quality metrics, and ensuring a clean, safe environment for customers. The position appeals to motivated individuals seeking a fun, respectful culture with a strong emphasis on integrity and work-life balance. The role offers flexible scheduling, opportunities for rapid career growth based on performance rather than seniority, and a collaborative team atmosphere. This is an on-site position requiring physical stamina to work outdoors in various weather conditions for a standard 40-hour work week.

Full-TimeOn-site
2d agoView Details arrow_forward
Hermès logo

Boutique Selling Support/Beauty Advisor Talent

businessHermèslocation_onHenderson, NevadapaymentsNot Disclosed

This role involves joining the Hermes Beauty Artistry Talent Pool to provide boutique selling support and beauty advisory services within the Omnichannel Customer Development team. The position focuses on delivering exceptional client consultations, performing product demonstrations, and managing appointments to enhance the luxury shopping experience. Key responsibilities include maintaining visual and hygiene standards, staying current on beauty trends, and collaborating with store associates to drive customer satisfaction. The opportunity is appealing for individuals passionate about luxury beauty, offering a professional environment with tailored coaching, virtual training during launches, and a schedule planned in advance. The role supports iconic brand events and product launches while allowing team members to contribute to a global company known for its artisanal heritage and commitment to diversity.

ContractorOn-site
2d agoView Details arrow_forward
NOV logo

Robotics Technical Advisor

businessNOVlocation_onOn-sitepaymentsNot Disclosed

This Robotics Technical Advisor role at NOV Rig Technologies supports the global oil and gas sector by enhancing the efficiency and reliability of advanced drilling solutions. The position involves evaluating product maintenance and design, conducting technical analyses of competitor systems, and acting as a senior escalation point for complex engineering issues. Key responsibilities include researching new materials, leading training for Tier 2 experts, and collaborating with multinational teams to optimize performance. The role appeals to professionals with hands-on robotics experience on platforms like FANUC or ABB who seek to drive innovation in a collaborative, global environment. It offers the opportunity to work with cutting-edge equipment while contributing to safety and environmental standards across the energy industry.

Full-TimeOn-site
2d agoView Details arrow_forward
StretchLab Franchise logo

Wellness Studio Ambassador Membership Advisor

businessStretchLab Franchiselocation_onSan Jose, CaliforniapaymentsNot Disclosed

The Wellness Studio Ambassador Membership Advisor role supports the Studio Manager in driving new membership sales and retaining current clients at a leading assisted stretching facility. Key responsibilities include generating leads, conducting facility tours, booking introductory classes, managing front desk operations, and participating in community events to promote the brand. The position appeals to fitness-minded individuals seeking a dynamic environment where they can leverage strong communication skills to help clients achieve wellness goals. The role offers significant opportunities for professional growth into sales and management positions, along with discounted memberships and a collaborative team culture. This is a part-time position based on-site at the studio.

Part-TimeOn-site
1d agoView Details arrow_forward
Walmart logo

(USA) Tire and Battery Service Advisor

businessWalmartlocation_onOn-sitepayments$19-27/hr

The Tire and Battery Service Advisor role at Sam's Club supports the Tire and Battery Center team by managing sales floor operations and member service. Key responsibilities include maintaining facility safety, organizing product displays, monitoring tire and battery orders, and triaging service workflows to maximize efficiency. The position requires providing expert recommendations on vehicle maintenance, resolving member concerns, and utilizing digital tools to enhance the customer experience. This opportunity appeals to those seeking a collaborative environment that values continuous learning, offering access to fully paid education benefits and a culture focused on integrity and team development. The role is based on-site in Danville, Virginia.

Full-TimeOn-site
2d agoView Details arrow_forward
Ken Garff Automotive Group logo

Automotive Service Advisor - Experience Required

businessKen Garff Automotive Grouplocation_onCarson, Californiapayments$4k-8k/mo

This full-time Service Advisor role at Long Beach Honda, part of the Ken Garff Automotive Group, focuses on delivering exceptional customer service within a fast-paced dealership environment. The position involves greeting customers, identifying vehicle service needs, providing accurate repair estimates, and managing repair orders using Dealer Management Systems. Key responsibilities include maintaining clear communication with clients throughout the service process and ensuring high satisfaction scores. The role appeals to candidates seeking a collaborative culture built on core values of integrity and teamwork, offering significant opportunities for professional growth and employee well-being. The position is based on-site at the dealership.

Full-TimeOn-site
2d agoView Details arrow_forward
Stout logo

Managing Director, Transaction Opinions - Valuation Advisory

businessStoutlocation_onFirestone Park, Californiapayments$200k-500k

This senior leadership role within Stout's Valuation Advisory group focuses on the Transaction Opinions practice, specifically driving expansion on the West Coast. The position involves leading fairness and solvency opinion engagements for public and private transactions, managing high-level client relationships with boards and executives, and overseeing the strategic direction and growth of the practice. Key responsibilities include mentoring professionals, setting operational standards, and representing the firm through thought leadership. The opportunity is appealing due to a collaborative culture rooted in core values like accountability and relationship-building, alongside significant investment in professional growth through mentorship and training. The firm offers flexible work schedules and a supportive environment that promotes work-life balance and inclusion.

Full-TimeOn-site
2d agoView Details arrow_forward
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Advisors Excel specialises in marketing planning, sales techniques, fixed indexed annuities, creative services, lead generation.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

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