Advisor Relations Job Description

Advisor Relations Job Description

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Advisor relations provides consultation and education to prospective financial representatives on platform options, and partners with field leadership and the advisor recruitment team to evaluate platform options.

Advisor Relations Duties & Responsibilities

To write an effective advisor relations job description, begin by listing detailed duties, responsibilities and expectations. We have included advisor relations job description templates that you can modify and use.

Sample responsibilities for this position include:

Provide upward feedback on emerging Employee Relations trends (positive or negative) and suggest action items and recommend possible solutions
Promote and embrace collaboration, teambuilding and continuous learning within own group and larger Employee Relations team
Supporting the ER Manager and HR Manger
Attending meetings and note taking
Occasional chairing of ER meetings when Manger is off
Produce and analysis on long term absence cases
Producing KPI reports on people management
Developing people strategies
Working with HRBP
Providing some HR Generalist support when needed

Advisor Relations Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Advisor Relations

List any licenses or certifications required by the position: SHRM, PHR, SPHR, CP, SCP, IPMA-CP, IPMA-SCP, IPMA, HRCI, CFRE

Education for Advisor Relations

Typically a job would require a certain level of education.

Employers hiring for the advisor relations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Human Resources, Business, Education, Management, Business/Administration, Communications, Industrial, Political Science, Public Relations, Law

Skills for Advisor Relations

Desired skills for advisor relations include:

BOS
Equities
Institutional Imaging/Workflow
Middle office technology
Mutual funds
Options
Salesforce.com
VEO and RAO
Advisor Relations client segment
LPL platform

Desired experience for advisor relations includes:

Excellent questioning and listening techniques accompanied by sound reasoning
Strong counselling and advising skills balanced with influencing techniques
Operate effectively at all levels within the company and know the business
Must be flexible in adapting to a dynamic, fast paced environment
Must understand component parts of HR and their responsibilities to ensure that queries are handled by the appropriate team
Exposure to dealing with highly confidential information and a proven record of remaining confidential at all times

Advisor Relations Examples

1

Advisor Relations Job Description

Job Description Example
Our innovative and growing company is looking for an advisor relations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for advisor relations
  • Contribute to the development of processes to track and report on trends and emerging issues relevant to business lines supported, and provide HR Business Partners and business leaders with meaningful and actionable information on trends and emerging issues in Canadian workplaces
  • Manage relationships with HR Business Partners, Compliance, Compensation, Communication, the General Counsel Group and other functional partners to ensure Employee Relations is engaged appropriately to support assigned business lines
  • Build and strengthens relationships with senior business leaders to gain trust and credibility and be viewed as an enabler to the business
  • Determine facts and provide documentation to resolve issue(s)
  • Acts as a liaison with the Legal team to address cases that may result in potential legal action
  • Interpret legislation and legal requirements on an informal basis across the organization, but will not provide legal opinions
  • Support managers dealing with legal challenges
  • Contribute to and develop content in a written format to distribute to members
  • Provides support to managers and other HR functions throughout annual performance review process
  • Provide advice to retail managers across all areas of ER including absence management, disciplinary, performance management, problem solving, maternity and flexible working via phone calls on the ER Advice Line
Qualifications for advisor relations
  • Bachelor's degree in human resources or other applicable field of study plus 15 years of experience in human resources
  • Strong knowledge of pertinent labor/employment law human resources management principles, practices and procedures
  • Three or more years of labour relations experience in an industrial unionized environment (workplace/disciplinary investigations, attendance management, grievance management, performance management, union-management committees)
  • Minimum of 10 years’ HR Generalist experience (6 years’ cumulative experience in Employee Relations)
  • At least 2 year’s relevant HR Generalist experience
  • The ability to thrive in a fast paced, ambiguous environment the agility to respond flexibly to change
2

Advisor Relations Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of advisor relations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisor relations
  • Take ownership of the associated employee relations administration tasks and ensure completed within a timely manner
  • Interpret and apply DaVita policies, employment law, and other regulations to provide advice, guidance, coaching and clarification for teammate relations and policy questions
  • To deliver exceptional customer service and make genuine connections with both external Guests and internal stakeholders across all feedback channels including voice and social media face to face
  • Meet departmental objectives/targets in line with Service Level Agreements
  • To meet Guest demands by working on other activities as required by the Guest Services Team Leader or Guest Services Manager
  • Responds to escalated inquires (via phone call and/or email) from Managers regarding matter involving employment practices, policies, employment laws and compliance guidelines
  • Provides expert advice, guidance and counsel to managers, supervisors and HR colleagues on all employee relations issues, policy interpretation and questions
  • Responds to manager’s issues and questions, providing feedback to managers to ensure appropriate actions is taken where necessary
  • Working with ER peers, ensures consistency of advice guidance on any initiatives or projects in enterprise
  • Ensures that any employee relations issues are dealt with in the highest level of confidentiality, professionalism and sensitivity
Qualifications for advisor relations
  • Assisting with any other Generalist activities not defined including employee engagement activities, crew scheduling, labor relations meetings
  • Building capability partnering with front line supervisors in HR policy, conflict resolution, relationship building, employee/labor relations
  • Continually build upon Employee Relations technical knowledge through attendance at employment law briefings and conducted self-directed research into best practice
  • Analyse case management statistics to identify themes and make recommendations to share with the team and HR Business Partners
  • Accurately process invoices and allocate against the ER budget, flagging any concerns to the ER Manager
  • Take a proactive approach to the maintenance of ER processes and make any necessary amendments in Visio
3

Advisor Relations Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of advisor relations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisor relations
  • Create and update a comprehensive library of media contact lists, including key social media influencers
  • Support the media relations team, as required, including preparing coverage reports, research reports, draft news releases and pitching media
  • Support the Executive Communications team, including developing research for support for CEO media activity and thought leadership content
  • Provide back up for Media Relations Advisor to distribute news releases internally and with Canada Newswire
  • Delivering and supporting appropriate responses to any employment issues
  • Collaborating and supporting maintenance of a positive employment climate
  • Partner with the Employment Law Team, as appropriate, to develop resolution strategies for employee complaints
  • Strong customer handling skills and negotiation skills, with the ability to handle conflict effectively
  • Effective problem solving skills with the ability to handle objections
  • An assertive, can do attitude with the ability to make decisions
Qualifications for advisor relations
  • A proven track record of managing a high volume workload and prioritising a number of competing work demands
  • You'll take care of all of the related processes for OutsideIn
  • You'll also retire or refresh pages that are no longer relevant
  • Eight or more years of experience developing and fostering strong community relations with aboriginal and community groups
  • Proven experience with resource management regulatory regimes (Alberta or federal oil and gas is preferred)
  • Professional association member or accreditation with the International Association for Public Participation (IAP2) or the International Right of Way Association (IRWA) is considered an asset
4

Advisor Relations Job Description

Job Description Example
Our innovative and growing company is hiring for an advisor relations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisor relations
  • Strong literacy and written communication skills
  • Ability to work autonomously using own initiative
  • Cooperate with and assist publicists in the preparation of public relations strategies, means and tools
  • Support publicists, the Marketing team and the Touring Shows Division in our markets' various activities
  • Working with publicists, when need be, write and orient the production of media materials for various shows and projects
  • Respond to various media requests for touring shows
  • Fill in for publicists by acting as a resource person for agencies, promoters and media
  • Travel and replace publicists on tours in the various markets, when need be
  • Assist publicists with the planning and execution of AMD when needed, including the possibility of travelling to the target markets
  • Assist publicists and the Public Relations Department in the organization of media events
Qualifications for advisor relations
  • University degree or post-secondary diploma or certificate
  • Knowledge of Stakeholder Information Management System (SIMS) and Livelink is considered an asset
  • Ability to work independently to deliver strategic and complex solutions based on business priorities
  • Bachelor’s Degree minimum (in journalism, communications, public relations, political science, English, literature, or classics preferred)
  • 4+ Years of previous brokerage experience, preferably supporting advisors in a front or middle office environment
  • 4 Year College Degree preferred (Finance preferred)
5

Advisor Relations Job Description

Job Description Example
Our growing company is looking to fill the role of advisor relations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisor relations
  • Assist the department and division in the development and application of the crisis communication plan
  • Cooperate in the development and drafting of policies and procedures on public service and information programs
  • Supervise the creation of appealing content, the preparation of documentation on the company, our shows and our activities and its publication on various multimedia platforms
  • Research the key factors and trends that impact the company, our brand, our touring shows and our other spheres of activity
  • Create, optimize and standardize the platforms and tools for the management of public relations operations to facilitate communication, archiving and exchange of information between publicists and the team as a whole
  • Manage the portfolio of media measurement tools used to deliver the best overall value in terms of depth of analysis, ease of use and breadth of coverage
  • Provide timely media insights to support major communications campaigns around events and key business decisions
  • Reviews policies and procedures for increased efficiency and compliance within the department
  • Being a single point of contact for university executive sponsors, recruiting teams, and functional recruiting coordinators for university recruiting processes, services, and systems
  • Coordinating U.S. campus recruiting activities and university contributions for targeted universities
Qualifications for advisor relations
  • 4+ years’ experience in associate relations
  • Strong experience and knowledge of associate relations
  • Ensure the development and implementation of training programs (with support of Shared Services) which support company business objectives, this includes new-orientation
  • Support all sites on special projects, replaces other HR Advisors while on vacation or authorized leave
  • Minimum of three (3+) years experience in external relations
  • Experience establishing relationships with key stakeholders/governments, local LA Parishes is preferred

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