Excellent Work Deserves Exceptional Perks

Check out some of the awesome benefits of joining Advisors Excel.


Celebrating success, one beach vacay at a time

We value our employees so much, we reward them by taking the entire company on an all-expenses paid vacation to the beach. The catch? We only take the trip when we hit our company’s annual stretch-goal — which means our employees give 110% every day to make it happen. And then … the reward is that much sweeter.

It might sound crazy ... and it is.

We’re a financial company that believes in breaking barriers. We set crazy goals with the intent of not only hitting them, but crushing them. It’s hard work. It’s thinking outside the box. It’s running away from “that’s the way it’s always been done.” It’s why we only hire rock stars, and then we celebrate like rock stars.


Start your career with Advisors Excel and Reap BIG Rewards

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. 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: 

Comprehensive 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 trainings
  • 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