VP Business Development - Hybrid RIA

Advisor Recruitment Opportunity in Financial Services

Vice President, Business Development - Hybrid RIA

Location:  5155 Peachtree Parkway, Norcross, GA 30092

Open to all locations & remote applicants

The Vice President, Business Development position will focus on recruiting independent financial professionals to Triad Advisors, Inc., a member of Advisor Group.  This VP role will be focused on the identification and successful recruitment of top-tier financial professionals, with an emphasis on the hybrid RIA business model, that seek to operate an independent business with a true business partner.  Working with the Advisor Group, SVP of Recruiting and team, our chosen candidate will be the driving force of communicating the Triad Advisors value proposition to the financial professional community.

This position will be dedicated to the recruitment of financial professionals to Triad Advisors and in onboarding support work.  We are looking for dynamic individuals who want to learn and grow with us that are passionate about customer focus and the financial services industry. 


  • Recruit qualified registered representatives to join Triad Advisors by developing new leads obtained through multiple sources and contacting prospective representatives to communicate the benefits, both tangible and intangible, of affiliating with Triad.
  • 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 TA and 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 Triad at various trade shows, conferences, and seminars.
  • Maintain current knowledge of industry trends and developments.
  • All 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:

  • 5-10 years’ experience in a similar capacity
  • Track record of successful recruiting into the independent financial professional 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, 66 (or 63 / 65) preferred
  • Life / Health insurance licenses preferred
  • Project management skills a plus
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, 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.