Top 23 Advisors excel Jobs

Training Coordinator
Advisors Excel —Topeka, KS
- Classroom
- Mid-level
- Office
- Health insurance
- Dental insurance
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Advisor Service Associate
Advisors Excel —Topeka, KS
- Mid-level
- Office
- Organizational skills
- Health insurance
- Dental insurance
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New Business Coordinator
Advisors Excel —Topeka, KS
- Customer service
- Office
- Financial services
- Health insurance
- Dental insurance
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Supervision Specialist
Advisors Excel —Topeka, KS
- Mid-level
- Office
- Continuous improvement
- Health insurance
- Dental insurance
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Corporate Project Coordinator
Advisors Excel —Topeka, KS
- Mid-level
- Office
- Data entry
- Health insurance
- Dental insurance
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Trading Support Specialist
Advisors Excel —Topeka, KS
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
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Quality Assurance Analyst
Advisors Excel —Topeka, KS
- Computer science
- Computer Science
- Mid-level
- Health insurance
- Dental insurance
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Life Application Specialist
Advisors Excel —Topeka, KS
- Computer literacy
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
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8d
Marketing Coordinator
Advisors Excel —Topeka, KS
- Microsoft Outlook
- Inventory management
- Research
- Health insurance
- Dental insurance
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Digital Marketing Associate
Advisors Excel —Topeka, KS
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
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Business Development Representative
Advisors Excel —Topeka, KS
- Research
- Office
- Business development
- Health insurance
- Dental insurance
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10d
Medicare Onboarding Liaison
Advisors Excel —Topeka, KS
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
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8d
Managing Director – Strategic Equity Investment Partnerships
Advisors Excel —Topeka, KS
- 5 years
- Office
- Analysis skills
- Health insurance
- Dental insurance
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Advisor Support Specialist
Advisors Excel —Topeka, KS
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
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3d
Digital Marketing Specialist (Testing and Insights)
Advisors Excel —Topeka, KS
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
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UX/UI Designer
Advisors Excel —Topeka, KS
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
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7d
VP of Distribution Partnership Network
Advisors Excel —Topeka, KS
- 5 years
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
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Employee Onboarding Specialist
Advisors Excel —Topeka, KS
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
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4d
Research Analyst
Advisors Excel —Lenexa, KS
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
9d
Executive VP of Life Insurance Sales
Advisors Excel —Topeka, KS
- Office
- Travel
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
3d

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Training Coordinator

Advisors Excel -
Topeka, KS

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Job Details

Benefits

Health insurance
On-site gym
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Training program design for professional development
Educational apps (educational technologies)
Records maintenance
Video tutorial instructional content development
Job-specific skills training (staff training program)
Presentations for conferences or internal meetings
Online learning activities
Performance Reporting
Mid-level
User training (technical support)
Online learning environment experience
Online learning curriculum development
Corporate training program coordination
Task prioritization
Content development
Instructor-led training (training delivery method)
Online training platform teaching experience
Organizational skills
Assessment instructional content development
Educational video
Audacity (software)
One-on-one instruction
2 years
Remote training
Communication skills
Educational content composition projects
Performance metrics for learning evaluation
Camtasia

Full Job Description

Position: Training Coordinator

Department: Wealth Management

Reporting To: AEWM Training and Development Manager

Location: Topeka, KS - Onsite

Overview:

The Training Coordinator is responsible for developing and administering training content for internal and external training. This individual’s primary role will be training staff in the efficient and effective use of our suite of tools and processes. This includes developing eLearning and videos, creating group training for peers, and one-on-one training sessions. As capacity allows, they will assist the training team with other initiatives, which may include assisting advisors’ offices.

What you’ll do:

Create, maintain, and update current training materials, step-by-step documentation, and written/visual materials for online, virtual, and in-person training programs for Advisors and staff
Administer classroom, online, and one-on-one training
Maintain training records
Prepare binder materials, handouts, and quizzes required for classroom training
Design methods to track common tasks on the Operations Team using existing systems, such as “average hold time,” and prepare regular reports, and identify any patterns
Develop surveys and tools to determine if training has led to an improvement in performance for the learner
Support the Manager of Training and Development with assigned projects, as requested

Experience you’ll bring:

Ability to deliver presentations and communicate effectively with all levels within an organization and agent’s office
Superior demonstrated verbal and written communication skills
Strong organizational skills: capacity to manage a heavy workload while navigating a variety of competing, ever-changing priorities
Ability to work independently, but also as a collaborative team member
Experience in learning and creating online training programs on specific product information, administrative systems, rules, and regulations
Willing to enhance education through training and industry education

Bonus Points:

Two or more years of experience working in the financial industry or in training and development
Familiarity with Orion, Trade Portal, and other advisor-facing tools
Familiarity with Camtasia, Vyond, Audacity, Articulate Rise and 360, and other recording and training development software

What you’ll get:

Amazing benefits, including medical, dental, vision, and 401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym, and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee-sponsored events…and more!

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.

#LI-RH1

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Refine Your Search

advisors excel jobs

Training Coordinator

Advisor Service Associate

New Business Coordinator

Supervision Specialist

Corporate Project Coordinator

Trading Support Specialist

Quality Assurance Analyst

Life Application Specialist

Marketing Coordinator

Digital Marketing Associate

Business Development Representative

Medicare Onboarding Liaison

Managing Director – Strategic Equity Investment Partnerships

Advisor Support Specialist

Digital Marketing Specialist (Testing and Insights)

UX/UI Designer

VP of Distribution Partnership Network

Employee Onboarding Specialist

Research Analyst

Executive VP of Life Insurance Sales

I want to receive the latest job alert for advisors excel

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