Advisor Group

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.

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.