Advisory Growth Specialist

Role Overview

As an Advisory Growth Specialist, you will own your territory and drive the growth of investment advisory assets. You will partner with Financial Advisors and Market Executives to identify growth opportunities, create an action plan, and revisit performance monthly to drive results.

What You Will Do

You will help advisors win new assets, transition brokerage assets into advisory relationships, deepen relationships, and convert prospects into clients. You will also build repeatable growth strategies and work directly with market leadership to influence strategic priorities.

Why It Might Be a Fit

This role requires strong communication and presentation skills, the ability to manage competing priorities, and a willingness to travel regularly within your assigned territory. You will need to demonstrate the ability to manage a territory independently while staying connected to market leadership and internal partners.

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
• 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
• 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
• Discretionary incentive eligible
• Paid time off
• Resources and support to contribute to the sustainable growth of the business and the communities served