Advisory Growth Specialist

Role Overview

As an Advisory Growth Specialist, you will partner with Financial Advisors and Market Executives to drive advisory growth through brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion. You will also coach advisors on business development and advisory positioning, and support recruiting, onboarding, and client events.

What You Will Do

You will identify growth opportunities, create an action plan, and revisit performance monthly to drive results. You will help advisors win new assets, transition brokerage assets into advisory relationships, deepen relationships, and grow wallet share with existing clients.

Why It Might Be a Fit

This role requires a strong track record of building trusted relationships with Financial Advisors, business owners, sales professionals, or other demanding stakeholders. You should have a genuine interest in investments, a practical grasp of advisory solutions, portfolio construction, and fiduciary business models, and the ability to hold a room and handle pushback in the moment.

Requirements

• 7+ years of financial services experience
• 3 or more years working with Financial Advisors or in investment management
• Experience supporting, distributing, or selling investment products, advisory solutions, or related financial services offerings
• Working knowledge of professionally managed investment products or the investment advisory business
• Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of your start date

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• 401(k) or retirement plan
• Paid time off
• Vacation days
• Sick leave
• Holiday pay
• Flexible spending account
• Employee assistance program