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 own your territory and be responsible for the growth of investment advisory assets.

What You Will Do

You will help advisors win new assets, uncover new client opportunities, transition brokerage assets into advisory relationships, deepen relationships, and grow wallet share with existing clients. You will also build repeatable growth strategies and work directly with market leadership to influence strategic priorities.

Why It Might Be a Fit

You will be a catalyst for advisory growth in your market, working alongside a specialist team to drive results and build credibility with advisors and clients.

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
• Life insurance
• Disability insurance
• 401(k) or retirement plan
• Paid time off
• Paid holidays
• Flexible work arrangements