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 lead opportunity reviews, pipeline discussions, and coach advisors on business development and advisory positioning. You will also sit in client and prospect meetings, help advisors articulate the value of an advisory relationship, 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 build repeatable growth strategies.

Why It Might Be a Fit

This role requires a strong ability to manage competing priorities, deliver in a fast-moving environment, and communicate effectively with Financial Advisors and Market Executives. You will work directly with market leadership, influence how a strategic priority gets executed on the ground, and see your results in the numbers.

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
• Strong communication and presentation skills
• Demonstrated ability to manage competing priorities and deliver in a fast-moving environment
• Comfort using CRM systems, sales tools, and reporting platforms to manage activity and measure results
• 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
• Paid time off
• Resources and support
• Discretionary incentive eligible
• Annual discretionary plan
• Eligible for an annual discretionary award based on overall individual performance results and behaviors