Senior Wealth Planning Strategist for High-Net-Worth Clients

Posted yesterday

advisors excelLenexa (KS)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Advisors Excel is seeking an Advanced Planning Consultant who will serve as a trusted financial planning resource for its network of independent financial advisors. You will evaluate client goals and financial circumstances and develop holistic strategies across investments, taxation, estate planning, retirement, insurance, and risk management. This consultative role involves working with advisors, clients, and internal professionals to identify opportunities, communicate solutions clearly, and

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.