Senior Wealth Planning Strategist High-Net-Worth Clients
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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
The following opportunity is for a Senior Wealth Planning Strategist for High-Net-Worth Clients with Advisors Excel, LLC.
Join us at Advisors Excel, LLC as our next Senior Wealth Planning Strategist for High-Net-Worth Clients in Lenexa, KS, United States.
We are currently recruiting a Senior Wealth Planning Strategist for High-Net-Worth Clients for our team in Lenexa, KS, United States.
This is a genuine opening to take on the Senior Wealth Planning Strategist for High-Net-Worth Clients role at Advisors Excel, LLC.
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