Working at Advisor Group | Glassdoor

Advisor Group Overview

Phoenix, AZ
501 to 1000 employees
2016
Company - Private
Brokerage Services
$100 to $500 million (USD) per year
Be a part of the team behind our success! We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Advisor Group Inc. is one of the nation’s largest networks of independent ... Read more

Mission: To inspire and equip the hero in every financial advisor and acknowledge their profound importance in people’s lives.

Company Updates

  • The Enterprise Project Management Office (EPMO) at Advisor Group works across the organization to deliver innovative solutions on the company’s most important strategic initiatives. This position in our Phoenix or Atlanta location is open to focused and motivated individuals who want to play a key role in the organization's success.

    Click below to become a part of the team.
    http://glassdoor.com/slink.htm?key=vQbYU
    #GreatPlaceToWork #Phoenix #Atlanta

    Careers Home | Advisor Group

    We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special. Learn more about careers at Advisor Group.

  • Congratulations to our very own Executive Chairman Valerie Brown for being included in the Financial Planning list of top 19 people who will change wealth management in 2019 -- a well-deserved accolade indeed! http://glassdoor.com/slink.htm?key=vQOJc

    19 people who will change wealth management in 2019

    While 2019 is set to be a transformative year for wealth management, savvy industry players won't be content with keeping abreast of new developments. They'll be spearheading change themselves.

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Advisor Group – Why Work For Us?


Imagine the excitement of working for a billion-dollar startup company with a strong revenue flow and a client base that goes back 60+ years. Our employees are the “how” and the “why” of Advisor Group’s success. We know that we work best as a team when we are honest, engaged and committed to listening to each other and our clients.

INNOVATIVE

Independant from AIG as of 2016, we have reinvented our business and are transforming our industry, which creates ample opportunity to think differently and make a genuine impact.

GROWING

We serve a growing network of more than 5,000 independent financial advisors throughout the U.S., which creates many opportunities for you to grow a career, explore new areas of interest and even take on a leadership role.

SERVICE-FOCUSED

We are the "home office" that supports our advisors by providing operational assistance, training and development, mentoring, business development, marketing, technology platforms and more.

MISSION DRIVEN

Our mission is to inspire and equip the hero in every financial advisor and acknowledge their profound importance in people’s lives. Our President and Chief Executive Officer, Jamie Price guides us in that journey.

VISIONARY

We have an incredible diversity within our executive leadership team and are led by a force in our industry, our Executive Chairman, Valerie Brown. Our leaders are transparent, accessible and committed to growth and doing the right thing.

WHAT WE’RE LIKE

Advisor Group is at the crossroads of an industry intransition, with an intense focus on innovation and creativity in all areas. Our culture is built on an authentic desire to challenge the status quo and drive progress to make our industry better. We love to work in teams, help each other and collaborate with freedom and transparency. Our flat organization promotes communication across all levels, with direct access to senior leaders. We are diverse, dynamic, friendly and passionate about what we do.

HOW YOU GROW

From your first day on the job, you’ll be expected to learn, contribute and grow your career. You'll also find plenty of continuous professional growth and development through a variety of technical, professional and leadership offerings. Tuition and certification reimbursement programs support employee growth, while career paths offer advancement and mobility. You’ll work with some of the industry’s best minds as you learn the inner workings of our business. And our rewards and recognition program includes career service awards, peer-to peer recognition and an annual performance bonus.

Advisor Group is committed to offering our employees a benefits package that is comprehensive and competitive in today’s marketplace.
No waiting period. You are covered on your first day.

FINANCIAL & RETIREMENT

Every employee is eligible for an annual performance bonus and is immediately vested and eligible for our 401(k).

  • Market Competitive Salaries
  • Performance Bonus
  • Recognition and Rewards Program
  • 401(k) Plan with Company Match Program

INSURANCE, HEALTH & WELLNESS

No waiting period. You are covered on your first day.

  • Medical Including Rx
  • Dental
  • Vision
  • Health Savings Account (HSA)
  • Flexible Spending Account (FSA)
  • Basic Life Insurance
  • Supplemental Life Insurance
  • Accidental Death & Dismemberment
  • Short-Term and Long-Term Disability
  • Occupational Accident Insurance
  • Wellness Initiatives
  • Adoption Assistance

VACATION & TIME OFF

Advisor Group is a company of high-performing teams and individuals. We know that fostering that high-performance culture must be balanced by time away from the office.

  • Monday Through Friday Work Schedule
  • Paid Time Off (PTO) – 20 Days
  • Paid Sick Time (PST) – 5 Days
  • Paid Holidays – 9 Days
  • Paid Volunteer Time Off – 2 Days
  • Bereavement Leave
  • Military Leave

PROFESSIONAL SUPPORT

Advisor Group is committed to the support, development and growth of our team members.

  • Job Training
  • E-Learning
  • Professional Development
  • Tuition Reimbursement
  • Certification and Training Assistance

PERKS & DISCOUNTS

  • Employee Assistance Program (EAP)
  • Company Social Events
  • Legal Assistance

Women Forward is Advisor Group’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable.

Areas of Focus

Mentorship Program: The Women Forward Mentorship Program is designed to tap the knowledge and expertise of our network’s top-producing male and female advisors as they provide real world guidance and share their expertise with female advisors. Central to this flagship program’s success is its focus on collaboration, education, and networking.

Networking: Through our partnership with The W Source, we offer a unique and innovative way for female financial advisors to build a W2W networking group with other trusted female professionals such as CPAs, attorneys, and risk management specialists.

Education: The W Pulse is a podcast for women, by women.  It delivers career insights and best practices from advisors and industry leaders, right to your electronic device. Click here to listen to the podcast.

Women Forward Edge: A quarterly newsletter distributed to all females within Advisor Group that will provide networking opportunities, insights to drive personal growth, and help to build a strong community that supports women.

W Forum: This annual conference offers education and networking opportunities for all women in the Advisor Group network. W Forum features intriguing keynote speakers, advisor-led workshops and an extensive partner exhibit for interacting with industry professionals.

Thought Leadership: Produced “The Female Effect on Advice” research paper in partnership with InvestmentNews to understand the key variables that influence growth for women’s practices and their businesses in financial services. Click here to read the research paper.


Women’s Advisory Board

The Women Forward initiative is guided by our Women’s Advisory Board. The Board serves a critical role in shaping the Women Forward program by providing Advisor Group’s senior management with practical perspective and ongoing guidance on the organization’s growth strategies related to women, both as investors and as financial advisors.

The Women’s Advisory Board includes two top-producing female financial advisors from each of our firms.

Resources

We’ve compiled a library of pre-approved Client Engagement Materials for advisors to take advantage of, as they work with women investors. In addition, we’ve assembled informative resources within our Advisor Materials library that delve into the “what, how and why” of successfully working with women investors. These materials can enhance advisors’ interactions with women investors and help them grow their practices.


Advisor Group Reviews

4.0
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Recommend to a friend
Approve of CEO
Advisor Group Chief Executive Officer Jamie Price
Jamie Price
41 Ratings
  • Featured Review

    Helpful (2)

    "Fantastic company to work for!!!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Compliance Analyst in Phoenix, AZ
    Current Employee - Compliance Analyst in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Advisor Group full-time (More than 5 years)

    Pros

    Amazing work environment, great growth opportunities, and corporate culture. It feels somewhat "family- like", a comfortable, yet very professional culture here.

    Management is very open to your feedback and is attentive to your needs. The work/life balance here is incredible.

    Executive Leadership and CEO are extremely competent and get things done. They listen to employee ideas and opinions while implementing much of what is desired whenever possible.

    The departments work together very well as a team.

    Competitive salaries and benefits.

    I love it here!

    Cons

    Raise the 401k match from its currently level.

    Advice to Management

    Keep up the good work please! (Consider an increase of the 401k match).

See All 67 Reviews

Advisor Group Photos

Advisor Group photo of: Advisor Group employees celebrated the company’s second anniversary recently by visibly demonstrating in photos and a music video “standing up” for the company, its customers and each other.
Advisor Group photo of: Employees enjoyed a potluck during the holiday season at their Oakdale office!
Advisor Group photo of: Employees got in the spirit at the Oakdale office by hosting an ugly sweater party!
Advisor Group photo of: Oakdale employees collected 1,350 cans during the holiday season for Christian Cupboard Emergency Food Shelf.
Advisor Group photo of: Employees enjoyed creating their own holiday scene in an inflatable snowglobe at the Phoenix holiday party!
Advisor Group photo of: Scenes from the Phoenix site employee holiday party!
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Advisor Group Interviews

Experience

Experience
76%
7%
17%

Getting an Interview

Getting an Interview
68%
13%
10%
3
3
3

Difficulty

2.8
Average

Difficulty

Hard
Average
Easy
  1. Featured Interview

    Helpful (7)  

    Human Resources Interview

    Anonymous Employee in Phoenix, AZ
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Advisor Group (Phoenix, AZ).

    Interview

    First, I was phone interviewed by two members of the team. Then I was interviewed by several members of the HR team over the course of a day. The interviews were conducted one on one. Everyone I met with was very friendly and informative. I was even treated to lunch, which gave me the chance to relax and walk around.

    Interview Questions

    • How do I stay motivated under tight deadlines and a heavy workload? How do I stay organized?   Answer Question
See All 31 Interviews

Advisor Group Awards & Accolades

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