Job Posting Title: Advisor Training Coordinator
Department: Wealth Management
Reporting to: Training and Development Manager
Location: Topeka, KS - Onsite
Overview:
In this dynamic role within our rapidly evolving industry, you will play a crucial part in the development and success of our financial advisors. Your primary responsibility will be to create and deliver operational training materials, ensuring our advisors and their staff are equipped with the knowledge and skills needed to navigate the ever-changing landscape of financial systems and industry practices. If you are a well-organized individual with a passion for teaching and contributing to the ongoing education of financial professionals, we invite you to apply for this exciting opportunity!
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 AE staff
- Administer classroom, online and one-on-one training
- Maintain training records
- Prepare presentation materials and handouts
- Develop surveys and tools
Experience you'll bring:
- Confident, professional, and articulate in written and verbal communication; ability to build rapport with all personality types and levels of staff
- Strong organizational skills; capacity to manage a heavy workload while navigating a variety of competing, ever changing priorities
- Experience in learning and creating online training programs on specific product information
Bonus Points:
- Bachelor's Degree
- 2 or more years' experience working in the financial industry or in training & development
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 cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
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.
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Advisors Excel
401(k)
Jul 23, 2025