Advisors Excel | Diversity Employer

Start your career with Advisors Excel

We're looking for top talent to join our award-winning team of “unicorns.” Why unicorns? Well, because we’re a pretty magical company, and also because we only hire rare, super talented employees who share our values and exceptional commitment to our clients.

Reap BIG Rewards

We expect our employees to deliver an amazing one-of-a-kind experience to our clients, but we reward that hard work with some killer benefits.

• Medical insurance with choice of coverage levels

• Dental and vision insurance

• Voluntary life with optional family coverage and buy-up options

• Employer-matched 401(k)

• Flexible spending accounts for medical and dependent care expenses

• Company-paid short-term and long-term disability

• Company-paid basic life and accidental death and dismemberment insurance

• Voluntary legal and identity protection services

• Voluntary accident, hospital and critical illness plans

• Paid Parental Leave

Commitment to Wellness: Community, Physical, Social and Financial

• On-site fitness center

• On-site wellness activities and educational sessions

• On-site annual flu shots and access to a medical clinic

• Free 24/7 confidential counseling through our Employee Assistance Program

• Personalized one-on-one financial guidance consultations

• Paid volunteer time each quarter out in the community

• Quarterly personal and professional development training

• Comfortable mother’s rooms

Helping You Keep Your Balance

• Generous PTO and holidays for the downtime you need, when you need it

• Plus, enjoy your birthday your way — out of the office, on us!

• Family-friendly events throughout the year

• Business casual dress code, and jeans if we meet our goals

Other Bonus Perks & Programs

• Free coffee, tea and soda machines

• On-site café for breakfast and subsidized lunch options

• Partnerships with local businesses to offset lifestyle costs — discounts on everything from cars to dry cleaning!

• And an annual trip to the beach, if we meet our company goal

The Table

Advisors Excel is committed to a diverse and inclusive workplace in which all employees feel they belong and can thrive.

Both as industry leaders and pillars of our community, we feel it’s our responsibility to set the standard of excellence in welcoming all people and experiences. We formed The Table, an internal group of dedicated employees, to work together to advance equal opportunities for all.