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60 Advisor Group Business Development Associate Jobs Hiring Near You

Advisor Group

Production Support Analyst

Atlanta, GA · On-site

$65K - $75K/yr

... group of subject matter experts on the operations of the firm's investment advisory platform, WMP (Wealth Management Platform), and the business application in an advisory practice. The primary ...

Advisor Group

Finance Manager, Technology

Scottsdale, AZ · On-site

$120K - $140K/yr

Lead the development and implementation of investment prioritization processes with executive ... Collaborate with business unit leaders to understand their financial needs, challenges, and ...

Advisor Group

Branch Office Examiner

Scottsdale, AZ · On-site

$65K - $75K/yr

This position is responsible for administering Branch Exams to Financial Advisors affiliated with ... Knowledge of the retail brokerage business, fee based advisory business and common investment ...

Advisor Group

Branch Office Examiner

Atlanta, GA · Hybrid

$65K - $75K/yr

This position is responsible for administering Branch Exams to Financial Advisors affiliated with ... Knowledge of the retail brokerage business, fee based advisory business and common investment ...

Advisor Group

Branch Office Examiner

Petersburg, VA · Hybrid

$65K - $75K/yr

This position is responsible for administering Branch Exams to Financial Advisors affiliated with ... Knowledge of the retail brokerage business, fee based advisory business and common investment ...

Advisor Group

Regional Supervision Director

Scottsdale, AZ · On-site

$80K - $86K/yr

... business is processed in accordance with firm policies and procedures. Education Requirements ... Development of new OSJ branch managers and staff regarding firm policies and procedures for ...

Advisor Group

Sales Supervision Principal

Scottsdale, AZ · On-site

$65K - $75K/yr

Ensures proper business and sales practices are followed by the daily review of all assigned transactions and works with the advisors to address deficiencies in submissions * Completes data entry ...

Advisor Group

Branch Office Examiner

Scottsdale, AZ · Hybrid

$65K - $75K/yr

This position is responsible for administering Branch Exams to Financial Advisors affiliated with ... Knowledge of the retail brokerage business, fee based advisory business and common investment ...

Advisor Group

Compliance Analyst

Scottsdale, AZ · On-site

$55K - $63K/yr

... monitoring advisor activity and identifying potential compliance risks. This position is ... The Compliance Analyst will also contribute to the development of surveillance procedures, lead ...

Advisor Group

Windows Systems Engineer

La Vista, NE · On-site

$82K/yr

Additional duties include working with Application Development teams on system design and code ... Communicate with vendors and other groups to determine project, technology and business needs.

Advisor Group

Senior Compensation Analyst

Scottsdale, AZ · On-site

$100K - $125K/yr

Serve as a trusted advisor to HR Business Partners and business leaders on offers, promotions, market adjustments, and pay decisions * Provide practical, data-informed recommendations in a fast ...

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What are the key skills and qualifications needed to thrive as a Business Development Associate, and why are they important?

To thrive as a Business Development Associate, you need strong analytical abilities, sales acumen, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms like Salesforce, market research tools, and Microsoft Office Suite is typically required. Exceptional communication, relationship-building, and negotiation skills help you stand out in this client-facing role. These skills are vital for identifying opportunities, building partnerships, and driving company growth.

How does a Business Development Associate typically collaborate with sales and marketing teams?

Business Development Associates often work closely with both sales and marketing teams to identify and pursue new business opportunities. They may coordinate with marketing to develop targeted campaigns or gather insights on market trends, and partner with sales to qualify leads and support the sales pipeline. Regular meetings and cross-departmental projects are common, ensuring alignment of goals and strategies. This collaborative approach helps maximize outreach efforts and ensures potential clients receive consistent communication throughout their journey.

What does a Business Development Associate do?

A Business Development Associate is responsible for identifying new business opportunities, building relationships with potential clients, and supporting the growth strategies of an organization. They conduct market research, help develop proposals, and assist in negotiating deals. Their role often involves collaborating with sales and marketing teams to generate leads and expand the company's customer base. Business Development Associates play a key part in driving revenue and ensuring long-term business success.

What is the difference between Business Development Associate vs Sales Representative?

AspectBusiness Development AssociateSales Representative
Primary FocusIdentifying new business opportunities and building strategic partnershipsClosing sales and meeting sales targets
Required SkillsMarket research, networking, communicationPersuasion, product knowledge, negotiation
Work EnvironmentStrategic planning, client outreach, collaborationCustomer interaction, sales pitches, negotiations
Common Industry UsageBusiness development teams, startups, B2B companiesRetail, B2C companies, direct sales roles

While both roles involve client interaction and revenue generation, a Business Development Associate focuses on creating new opportunities and strategic growth, whereas a Sales Representative primarily aims to close deals and meet sales quotas. Understanding these differences helps in choosing the right career path or job search focus.

What other companies are hiring for Business Development Associate jobs?
What are the most popular categories at Advisor Group?
Infographic showing various Business Development Associate job openings at Advisor Group in the United States as of May 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 80% Physical, 19% Hybrid, and 1% Remote job distribution.
VP, Financial Planning & Analysis

VP, Financial Planning & Analysis

Advisor Group

Scottsdale, AZ • On-site

$220K - $250K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 17 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Finance Opportunity in Financial Services
VP, Financial Planning & Analysis
Location(s):
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
Salary: $220,000 - $250,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
Osaic is seeking an accomplished and forward-thinking Vice President of Financial Planning & Analysis (FP&A) to lead our enterprise-wide financial strategy, performance analytics, and forecasting processes. This executive will serve as a trusted advisor to the CFO and Executive Leadership Team, driving financial insight, operational efficiency, and long-range planning to support Osaic's continued growth and transformation.
This is a high-impact leadership role ideal for a strategic finance leader who thrives in a dynamic environment, excels in influencing senior executives, and is passionate about building scalable financial processes that support a multi-business, national organization.
Education Requirements:
  • Master's Degree in Finance, Accounting, Business Administration, Economics, or related field preferred, Bachelor's Degree from accredited university in Finance, Accounting, Business Administration, Economics, or related field required.

Responsibilities:
  • Lead Osaic's enterprise financial planning processes including annual budgeting, quarterly forecasting, long-range planning, and scenario modeling.
  • Serve as the primary financial strategist partnering with the CFO and Executive Leadership Team to drive performance optimization, cost discipline, and capital allocation decisions by leading analytic projects at an enterprise level including competitive analysis.
  • Oversee monthly and quarterly enterprise financial reporting, providing meaningful insights, variance analyses, and recommendations to executive leadership and the Board.
  • Lead a high-performing FP&A organization, building capabilities, developing talent, and ensuring strong analytical rigor across the team.
  • Craft external communications and narratives for investors and rating agencies.
  • Drive financial governance, forecast accuracy, and continuous process improvement across planning systems, data quality, and reporting frameworks.
  • Partner cross-functionally with Accounting, Corporate Development, IT, HR, and business-unit leaders to align financial plans with operational strategy.
  • Support M&A evaluation, integration modeling, synergy tracking, and ongoing assessment of ROI for strategic investments.
  • Implement automation, analytical tools, and best-practice methodologies to scale financial insights and improve enterprise visibility.
  • Serve as a strategic advisor to senior leaders, translating complex financial data into actionable, business-oriented guidance.
  • Experience with change management scalable processes with Enterprise.

Basic Requirements:
  • 12+ years of progressive finance experience, with at least 5 years leading FP&A teams or equivalent senior finance function.
  • Demonstrated executive presence and ability to influence C-suite stakeholders.
  • Deep expertise in budgeting, forecasting, financial modeling, and strategic planning.
  • Strong understanding of unit economics, KPIs, and financial performance drivers.
  • Proven experience leading cross-functional initiatives in a complex, multi-entity environment.
  • Advanced proficiency with Excel, financial modeling tools, and executive presentation development (PowerPoint).
  • Strong leadership capability with experience developing high-performing teams.
  • Excellent communication skills, with the ability to simplify complex financial concepts for senior leaders.

Preferred Requirements:
  • Prior experience in financial services, wealth management, or broker-dealer environments.
  • Experience supporting M&A modeling, integration, and synergy realization.
  • Familiarity with financial systems such as Adaptive Insights, Anaplan, or Workday Adaptive Planning.
  • Strong background in delivering process automation or analytical technology implementations.
  • MBA or relevant advanced certification (CFA, CPA) preferred.
Current Employees and Contractors Apply Here
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About Advisor Group

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Be 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.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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