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VP Business Development

Advisor Group locationGlendale, CA
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66 positions
66 positions
info linkReport a probelm Originally Posted : January 08, 2022 | Expires : February 7, 2022


Job Location
Glendale, CA, United States


Business Development, Advisor Acquisition Opportunity

VP Business Development

Location: CA (Southwest Territory) preferred, open to remote opportunity

Type: Full-time


The VP, Business Development position will focus on recruiting independent financial advisors to Advisor Group. This role will be focused on the identification and successful recruitment of advisors that seek to operate an independent business with a true business partner. Working with the SVP of Business Development and team, this position will be the driving force of communicating the Advisor Group value proposition to the Financial Professional community.


  • Recruit qualified registered representatives to join Advisor Group by developing new leads obtained through multiple sources and contacting prospective representatives to communicate the benefits, both tangible and intangible, of affiliating with AG.
  • Conduct cold calls to prospects and utilize consultative sales skills to recruit business.
  • Qualify prospects based upon needs analysis questionnaire and scheduling initial appointments.
  • Prepare and deliver formal business presentations to qualified prospective. representatives highlighting AG's platform, products, technology, and service. Answer questions and utilize sales techniques to recruit business.
  • Coordinate and host networking dinners and receptions for prospective representatives.
  • Develop relationships with product sponsors, wholesalers, and other business contacts as a source of new lead generation.
  • Provide prospective representatives with continued, on-going contact through personal phone calls, visits, and written communications.
  • Establish individual recruitment goals in conjunction with Branch Office Development. Determine appropriate strategies and sales plan to ensure attainment of goals.
  • Prepare activity and pipeline reports for Branch Office Development and participate in scheduled staff meetings.
  • Represent AG at various trade shows, conferences, and seminars.
  • Maintain current knowledge of industry trends and developments.
  • Other duties as assigned.

Education Requirements:

  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

  • Minimum 10 years of experience in the financial services industry
  • Track record of successful recruiting into the independent advisor industry
  • Ability to influence high-level decision makers
  • Thorough knowledge of broker/dealer products and operations
  • Strong understanding of the financial services industry and field distribution systems
  • Financial, operational, marketing, financial services compliance acumen
  • Knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM's; ability to learn and demonstrate proprietary systems
  • Strong focus on customer service
  • Attention to detail, good organizational skills, ability to prioritize, and ability to work in a multi-task environment
  • Strong public speaking skills
  • Ability to prioritize goals and needs of representative and coordination of home office teams (Transition Team, Compliance, Product Marketing, and Technology)
  • Strong oral and written communication skills
  • Decision-making, particularly in a high-growth and risk-charged environment
  • Ability to travel up to 25% of the time.

Preferred Requirements:

  • FINRA Series 7, 24, and 65 /66 preferred
  • Life/Health insurance license
  • Project management skills

The above declarations are not intended to be an "all-inclusive" list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

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