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Business Partner Associate

Company: Advisor Group Inc.
Location: Phoenix
Posted on: May 28, 2023

Job Description:

Business Relationship Development Opportunity in Financial Services Business Partner AssociateLocation(s): All office locations and Remote Role Type: Full time. Summary: The Business Partner Associate is responsible for building and strengthening relationships with the affiliated financial professionals as well as our partners. This position will develop and maintain organized records of meetings with financial professionals, deliverables and outcomes including preparing handouts, materials, and agendas. They will help identify opportunities and help financial professional connect to the appropriate resources.Responsibilities:

  • Develop, maintain, and support relationships with high potential financial professionals and the VP Business Partner.
  • Support the assessment of the health of a financial professionals' business across key areas of business development and practice management leveraging business intelligence tools.
  • Drive adoption of the suite of resources, tools, and services by connecting financial professionals to these solutions based on their needs and readiness to integrate them.
  • Connect financial professionals to firm resources, including proprietary consulting tools, research, and subject matter experts.
  • Assist with issue identification and directing resolution to the right area(s). Act as an advocate in helping financial professionals resolve issues and roadblocks and communicates feedback to the appropriate area.
  • Coordinate and conduct proactive advisor outreach campaigns.
  • Develop and maintain organized records of meetings with financial professionals, deliverables, and outcomes, including preparing handouts, materials, and agendas.
  • Other duties as assigned.Education Requirements:
    • Bachelor's Degree preferred, in Finance, Business, Sociology or other related area preferred. Minimum of high school diploma or equivalent is required.Position Requirements:
      • Minimum 5 years of experience in financial services including familiarity with multiple functions within a financial services firm.
      • Proven history of results in engaging with financial professional practices and driving positive and productive outcomes.
      • Strong communication skills including presentation, written and verbal.
      • Ability to coordinate support and provide solutions for financial professionals or in response to financial professionals' request.Preferred Requirements:
        • FINRA License(s): Series 6/7 and (63 and 65) or 66, Series 24
        • Experience in Wealth ManagementBe A Part Of The Team Behind Our Success! At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.Equal Opportunity Employer
          Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
          Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.
          Unqualified Applications
          Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
          Recruiting Agencies
          Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

Keywords: Advisor Group Inc., Phoenix , Business Partner Associate, Other , Phoenix, Arizona

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