Advisory Growth Specialist

• 7+ years of financial services experience, including 3 or more years working with Financial Advisors or in investment management. We will consider equivalent experience that demonstrates the same capability.
• 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, with the ability to hold a room and handle pushback in the moment.
• Demonstrated ability to manage competing priorities and deliver in a fast-moving environment.
• Comfort using CRM systems, sales tools, and reporting platforms to manage activity and measure results.
• 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.

We are looking for a combination of sales ability, advisor credibility, investment knowledge, and execution discipline. Strong candidates tend to bring:

• A track record of building trusted relationships with Financial Advisors, business owners, sales professionals, or other demanding stakeholders.
• Strategic thinking and the ability to partner with senior leaders on market and sales strategy.
• Consultative sales instincts, including the confidence to name an opportunity and ask for the business.
• Comfort holding experienced professionals accountable to what they committed to, without becoming someone they avoid.
• Genuine interest in investments and a practical grasp of advisory solutions, portfolio construction, and fiduciary business models.
• Presence in front of clients, including the judgment to know when to lead a conversation and when to let the advisor own it.
• Fluency with data and pipeline tools such as Tableau, Copilot, or Salesforce to decide where your time goes.
• The self-direction to run a territory independently while staying tightly connected to market leadership and internal partners.

Shift:

1st shift (United States of America)

Hours Per Week:

40