Treasury Associate

Corporate Finance Opportunity in Financial Services

Treasury Associate

Location:          20 E. Thomas Road, Phoenix, AZ  85012


Advisor Group is seeking a Treasury Associate to add to the team at our Corporate Headquarters in Phoenix, AZ.  In this capacity, the Treasury Associate will assist the Treasurer with cash management, forecasting and reporting.  Our selected candidate will continuously review and make recommendations for process improvement and documentation within the department.  The Treasury Associate plays a key role in provide treasury support to our internal and external partners. 

Why Advisor Group?

  • Competitive salary and annual bonus paid based on performance
  • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
  • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
  • 401(k) match from day one of employment
  • Referral bonuses if we hire your referred applicants to our open positions
  • An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work
  • Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events


  • Performs daily-monthly-annual corporate cash management, reporting, forecasting and investing activities.
  • Assists in meeting overall treasury department’s policies and regulatory requirements.
  • Recommends, implements and documents improvements to current cash management processes.
  • Acts as an expert advisor on banking issues for the business units and other corporate functional areas.
  • Familiar with FINRA, SEC and other regulatory reporting requirements to support and backup other team members.
  • All other duties as assigned

Education Requirements:

  • Bachelor’s degree in Accounting or Finance from accredited university is required. 

Basic Requirements:

  • At least 5 years’ Treasury experience
  • At least 1 year financial services industry experience
  • Excellent verbal, written and presentation skills
  • Ability to work in a fast-paced, deadline-oriented environment
  • Self-motivated and managed

Preferred Requirements:

  • CPA designation preferred
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support more than 11,000 financial advisors, 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.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.