Advisors' Group Work Values

Daily Duties at Advisors' Group:

• Counseled individuals and families in a financial advisory capacity on matters of investments, asset allocation, insurance, educational savings, retirement funding and other personal planning issues • Created personalized, risk-tempered asset allocations for client investment plans • Authored and developed a financial topics column for 21st Century Woman magazine • FINRA Series 7 and Series 66 brokerage and advisory licenses

What they like about Advisors' Group:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Strategic Planning, Communications/Presentations, Project and Program Management, Financial Analysis and Modeling, Team Building, Entrepreneurship, Innovation, Marketing, Operations, Competitive Advantages, Process Reengineering, Management Consultant, Incubator, Start-up Company, Growth-Stage Company, Financial Management

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Strategic Planning, Financial Analysis, Team Building, Employee Development, Entrepreneurship

These are some of the questions we asked our climbers about their experiences with Advisors' Group: