Working at Advisor Group | Glassdoor

Advisor Group Overview

Phoenix, AZ
1001 to 5000 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 the nation's largest network of independent wealth ... Read more

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

Company Updates

  • During these uncertain and unprecedented times, we would like to thank the medical staff, first responders, grocery store clerks, delivery drivers and all other essential workers on the frontline of this pandemic. Here's a short video created by our employees to share our appreciation for your bravery as we do our part to #stayhome. #thankyou #staysafe

  • While all Advisor Group employees are working remotely, our Jersey City and Oakdale Employee Activity Committees (EACs) have begun weekly newsletters to their site's employees to keep morale and engagement high! These newsletters feature fun photos of family, pets, home offices and tips and tricks to staying active, focused and healthy. Huge thanks to our EAC members for keeping our employees engaged! We hope everyone is staying well and healthy.

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Advisor Group – Why Work With 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 nearly 7,000 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 incredible diversity within our executive leadership team. 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

  • Helpful (5)

    "Personal touch during COVID-19"

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

    I have been working at Advisor Group full-time (More than 3 years)

    Pros

    Looking around at other companies during the COVID-19 pandemic, we are fortunate for the early work-from-home decision at AG. More importantly, that the company had made the investment years ago in a full laptop-based workforce and strong VPN servers that enabled that. We are able to stay connected w/each other and our customers during this difficult time.

    Cons

    Seeing key execs leave during a crisis doesn't send positive signals

    Advice to Management

    Reconsider previous views towards not allowing more work from home.

See All 135 Reviews

Advisor Group Photos

Advisor Group photo of: Our Phoenix Client Services team spent the day volunteering at the Ronald McDonald house this week, feeding over 40 families!
Advisor Group photo of: Annette Schrek set up an at-home library for her college students while they're home, and even her dog Scooter gets good use out of it!
Advisor Group photo of: Securities America employee Kent Walton and his new editing assistant!
Advisor Group photo of: Chelsey Duncan with Securities America shares how she uses a whiteboard to keep tracko of tasks while working from home!
Advisor Group photo of: Our Supervision team hosted a virtual "happy hour" via Zoom last week, a fun way to keep employees engaged and connected with one another while we are all working remotely!
Advisor Group photo of: Thirteen employees met with thirteen executives for a successful "speed mentoring" event at our St. Petersburg office.
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Advisor Group Interviews

Experience

Experience
66%
13%
21%

Getting an Interview

Getting an Interview
66%
10%
10%
5
3
3
3

Difficulty

2.6
Average

Difficulty

Hard
Average
Easy
  1.  

    Intern Interview

    Anonymous Employee in Minneapolis, MN
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 4+ weeks. I interviewed at Advisor Group (Minneapolis, MN) in March 2020.

    Interview

    Applied through campus career page and received a phone interview probably 1-2 weeks after. 1-2 weeks after that I was brought in for an in person interview (~45 minutes), and 1-2 weeks later received an offer. Overall process was just longer than 1 month from application to offer.

    If you really are passionate about the industry and have done research beforehand the interview shouldn't be too difficult.

    Interview Questions

    • Why would a company want to participate in M&A activity?   1 Answer
See All 40 Interviews

Advisor Group Awards & Accolades

  • Employer of the Year - Financial Services (Silver), The Stevie Awards for Great Employers, 2019
  • People-Focused CEO of the Year (Silver), Stevie Awards for Great Employers, 2019
  • Chief Human Resources Officer of the Year, Stevie Awards for Great Employers, 2019
  • Talent Acquisition Team of the Year, Stevie Awards for Great Employers, 2019
  • Chief Marketing Officer of the Year, WealthManagement.com Industry Awards, 2019
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Pledges & Certifications

Pay Equality Pledge

Committed to paying equitably for equal work & experience

Diversity Commitment

Has programs that support a diverse and inclusive workforce

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