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, identify priorities, clear obstacles, and help advisors turn plans into results.

What You Will Do

You will coach advisors on business development and advisory positioning, sit in client and prospect meetings, help advisors articulate the value of an advisory relationship, and support recruiting, onboarding, private briefings, and client events.

Why It Might Be a Fit

You will be a catalyst for advisory growth in your market, working directly with market leadership and influencing how a strategic priority gets executed on the ground. You will see your results in the numbers and have real visibility in your role.

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
• Annual discretionary plan
• Paid time off
• Resources and support
• Industry-leading benefits