You must have strong communication skills, be detail-oriented, able to work independently or in a team, and have office experience while currently enrolled in a secondary education program.

You will assist marketing and operations, attend meetings and trainings, compile transition packets, shadow various teams, prepare for client meetings, and help organize project data.

Business, Operations & Strategy

Banking & Finance

United States

Topeka

Advisors Excel is a financial services marketing and distribution company that provides support and resources to financial advisors. Their mission is to help advisors grow their businesses by offering innovative marketing strategies, technology solutions, and operational support. The company's purpose is to empower financial professionals to better serve their clients and achieve business success through comprehensive and cutting-edge services.

Finance

Advisors Excel

We help financial advisors find more freedom, more growth & more fun. An Unrivaled Partner: Your IMO+.

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  Title: Wealth Management Summer Internship
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  Department: Wealth Management
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  <b>Overview: </b>
 </div>
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  Our Summer Internship program is designed to give Interns a broad experience within Advisors Excel and exposure to different areas of the company. You will primarily be working with the Wealth Management team, helping our advisors take full advantage of the incredible services available to them on our AEWM platform. You will have the opportunity to contribute to key projects, provide assistance and shadow other areas of the company.
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 <div></div>
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  All Summer Interns will be included in Topeka’s Top City Internship program. The Top City Internship program is comprised of several large and small businesses and gives you the opportunity to visit and tour other great companies in the Topeka area, listen to talks from top business influencers and the chance to network with other Interns in the program throughout the city.
 </div>
 <div></div>
 <div>
  <b>What you’ll do:</b>
 </div>
 <ul>
  <li>Assist the Wealth Management Marketing and Operations teams</li>
  <li>Attend Advisor one-on-one meetings and various trainings</li>
  <li>Assist the transitions team in compiling transition packets for Advisors Excel</li>
  <li>Shadow all sides of wealth management including sales, operations, and back office</li>
  <li>Participate in on-the-job training with department managers</li>
  <li>Assist with preparations for client meetings</li>
  <li>Assist with gathering and organizing data for projects as assigned</li>
 </ul>
 <div>
  <b>Experience you’ll bring:</b>
 </div>
 <ul>
  <li>Outstanding communication skills with the ability to interact with all personality types and with all levels of staff</li>
  <li>Ability to work independently, but also as a collaborative team member</li>
  <li>Exceptional problem determination skills with a high attention to detail</li>
  <li>PC proficiency, ability to work on several platforms at once</li>
 </ul>
 <div>
  <b>Bonus Points: </b>
 </div>
 <ul>
  <li>Previous experience in an office environment</li>
  <li>Currently enrolled in secondary education program</li>
 </ul>
 <div>
  <b>What you’ll get: </b>
 </div>
 <ul>
  <li>Amazing benefits including medical, dental, vision and 401k (with matching options)</li>
  <li>Generous PTO package upon your start date</li>
  <li>Access to an on-site café, gym and primary care physician</li>
  <li>Continuous personal and professional development opportunities</li>
  <li>Recognition for hard work &amp; exemplary performance</li>
  <li>Employee sponsored events…and more!</li>
 </ul>
 <div>
  <b>Who We Are: </b>
 </div>
 <div>
  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!
 </div>
 <div></div>
 <div>
  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.
 </div>
</div>


 
  Title: Wealth Management Summer Internship
 
 
  Department: Wealth Management
 
 
 
  Overview: 
 
 
  Our Summer Internship program is designed to give Interns a broad experience within Advisors Excel and exposure to different areas of the company. You will primarily be working with the Wealth Management team, helping our advisors take full advantage of the incredible services available to them on our AEWM platform. You will have the opportunity to contribute to key projects, provide assistance and shadow other areas of the company.
 
 
 
  All Summer Interns will be included in Topeka’s Top City Internship program. The Top City Internship program is comprised of several large and small businesses and gives you the opportunity to visit and tour other great companies in the Topeka area, listen to talks from top business influencers and the chance to network with other Interns in the program throughout the city.
 
 
 
  What you’ll do:
 
 
  Assist the Wealth Management Marketing and Operations teams
  Attend Advisor one-on-one meetings and various trainings
  Assist the transitions team in compiling transition packets for Advisors Excel
  Shadow all sides of wealth management including sales, operations, and back office
  Participate in on-the-job training with department managers
  Assist with preparations for client meetings
  Assist with gathering and organizing data for projects as assigned
 
 
  Experience you’ll bring:
 
 
  Outstanding communication skills with the ability to interact with all personality types and with all levels of staff
  Ability to work independently, but also as a collaborative team member
  Exceptional problem determination skills with a high attention to detail
  PC proficiency, ability to work on several platforms at once
 
 
  Bonus Points: 
 
 
  Previous experience in an office environment
  Currently enrolled in secondary education program
 
 
  What you’ll get: 
 
 
  Amazing benefits including medical, dental, vision and 401k (with matching options)
  Generous PTO package upon your start date
  Access to an on-site café, gym and primary care physician
  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.
 


Wealth Management Summer Internship

Requirements

Responsibilities

FAQs

What is the duration of the Wealth Management Summer Internship?

Will I receive training as part of the internship?

What kind of projects will I be involved in during the internship?

Is there an opportunity to network with other interns?

What kind of skills are preferred for this internship?

Are there any bonus qualifications for applicants?

What benefits will I receive as a summer intern?

Are there opportunities for career advancement after the internship?

Is Advisors Excel an inclusive workplace?

Advisors Excel

Mission & Purpose