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 and pipeline discussions, coach advisors on business development and advisory positioning, and support recruiting, onboarding, and client events.

What You Will Do

You will own your territory and drive results by identifying growth opportunities, creating an action plan, and revisiting performance monthly. 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

You will work directly with market leadership, influence how a strategic priority gets executed on the ground, and see your results in the numbers. You will need to have strong communication and presentation skills, the ability to manage competing priorities, and comfort using CRM systems, sales tools, and reporting platforms.

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

• Competitive salary
• Benefits package
• Flexible work arrangements
• Opportunities for career growth and development