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

You will be a catalyst for advisory growth in your market, working alongside a specialist team to drive results. You will be responsible for partnering with Market Executives and Financial Advisors, leading opportunity reviews, and coaching advisors on business development and advisory positioning.

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
• Willingness to travel regularly within your assigned territory
• Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of your start date

Benefits

• Annual discretionary plan
• Paid time off
• Industry-leading benefits
• Resources and support to contribute to the sustainable growth of the business and the communities served