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 the growth of your investment advisory assets, creating an action plan and revisiting performance monthly to drive results.

What You Will Do

You will help advisors win new assets, transition brokerage assets into advisory relationships, deepen relationships, convert prospects, and build repeatable growth strategies. You will work directly with market leadership, influence how a strategic priority gets executed on the ground, and see your results in the numbers.

Why It Might Be a Fit

This role carries real visibility, and 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 be the catalyst for advisory growth in your market, working alongside a specialist team in your dedicated territory.

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