Financial Wellness Coach

Position: Financial Wellness Coach
Department: Employee Initiatives

Reporting to: Director of Employee Initiatives

Overview:
We are looking for a passionate Financial Wellness Coach to join our team and help our employees pave their way to financial health and security. As a unique perk, the Financial Wellness Coach will provide personalized, one-on-one support on key topics such as budgeting, savings, debt management, and overall asset-building strategies.

At Advisors Excel, we're committed to fostering a culture where the well-being and financial health of our employees are top priorities through our Life Center offerings. If you have a background in financial coaching and enjoy making a positive impact on people's lives, we'd love talk to you. Ready to be part of a crew that values financial well-being? Join us at Advisors Excel!"

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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