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Business Partner Associate

Company: Advisor Group
Location: Saint Petersburg
Posted on: May 26, 2023

Job Description:

Advisor Group CareersBe a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.Business Relationship Development Opportunity in Financial Services Business Partner AssociateLocation(s): All office locations and Remote Role Type: Full time. Summary: The Business Partner Associate is responsible for building and strengthening relationships with the affiliated financial professionals as well as our partners. This position will develop and maintain organized records of meetings with financial professionals, deliverables and outcomes including preparing handouts, materials, and agendas. They will help identify opportunities and help financial professional connect to the appropriate resources.Responsibilities:

  • Develop, maintain, and support relationships with high potential financial professionals and the VP Business Partner.
  • Support the assessment of the health of a financial professionals' business across key areas of business development and practice management leveraging business intelligence tools.
  • Drive adoption of the suite of resources, tools, and services by connecting financial professionals to these solutions based on their needs and readiness to integrate them.
  • Connect financial professionals to firm resources, including proprietary consulting tools, research, and subject matter experts.
  • Assist with issue identification and directing resolution to the right area(s). Act as an advocate in helping financial professionals resolve issues and roadblocks and communicates feedback to the appropriate area.
  • Coordinate and conduct proactive advisor outreach campaigns.
  • Develop and maintain organized records of meetings with financial professionals, deliverables, and outcomes, including preparing handouts, materials, and agendas.
  • Other duties as assigned.Education Requirements:
    • Bachelor's Degree preferred, in Finance, Business, Sociology or other related area preferred. Minimum of high school diploma or equivalent is required.Position Requirements:
      • Minimum 5 years of experience in financial services including familiarity with multiple functions within a financial services firm.
      • Proven history of results in engaging with financial professional practices and driving positive and productive outcomes.
      • Strong communication skills including presentation, written and verbal.
      • Ability to coordinate support and provide solutions for financial professionals or in response to financial professionals' request.Preferred Requirements:
        • FINRA License(s): Series 6/7 and (63 and 65) or 66, Series 24
        • Experience in Wealth ManagementCurrent Employees and Contractors Apply Here

Keywords: Advisor Group, St. Petersburg , Business Partner Associate, Other , Saint Petersburg, Florida

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