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:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

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: