Advisory Growth Specialist

What you'll do

• Identify growth opportunities, lead pipeline reviews, and help advisors convert plans into results.
• Coach advisors on advisory positioning and investment solutions; support client meetings and help close business.
• Track and communicate results, and support recruiting, onboarding, briefings, and client events.

What they ask for

• 7+ years of financial services experience, including 3 or more years working with Financial Advisors or in investment management; equivalent experience demonstrating the same capability will be considered.
• 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; 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 the assigned territory; Series 7 and 63/65 or 66, or ability to obtain them within 120 days of start date.

Nice to have

• Track record of trusted relationships with Financial Advisors, business owners, sales professionals, or other demanding stakeholders.
• Strategic thinking, consultative sales instincts, investment knowledge, and fluency with data and pipeline tools such as Tableau, Copilot, or Salesforce.

Tools

CRM systems, sales tools, reporting platforms, Tableau, Copilot, Salesforce