Advisory Growth Architect

Bank of America; Chicago (IL); On-site; USD 144,000 - 198,000; Full time

Benefits offered by this job

Discretionary incentive plan

Industry-leading benefits

Paid time off

Job summary

Bank of America in Chicago is seeking an Advisory Growth Specialist who will own their territory and drive growth of advisory assets by partnering with Financial Advisors and Market Executives. You will lead opportunity reviews, coach advisors on business development, participate in client meetings, and help close opportunities while tracking results.

This role requires multi-year financial services experience, Series 7/63/65 or 66, and willingness to travel; compensation includes a substantial

Qualifications

• 7+ years of financial services experience including working with Financial Advisors or in investment management.
• Experience distributing or selling investment products or advisory solutions.
• Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of start date.
• Willingness to travel regularly within assigned territory.

Responsibilities

• Partner with Market Executives and Financial Advisors to drive growth through conversions, new asset acquisition, referrals, retention, and wallet share expansion.
• Lead opportunity reviews and pipeline discussions.
• Identify priorities, clear obstacles, create accountability, and help advisors turn plans into results.
• Coach advisors on business development and advisory positioning with guidance from CIO on portfolio construction and asset allocation.
• Sit in client/prospect meetings, articulate value of advisory relationships, and help close.
• Support recruiting, onboarding, private briefings, and client events by showcasing Merrill’s capabilities and coordinating with specialists.

Skills

Communication skills

Presentation skills

Sales skills

Territory management

Travel willingness

Tools

Tableau

Salesforce

Copilot

Job description

Bank of America in Chicago is seeking an Advisory Growth Specialist who will own their territory and drive growth of advisory assets by partnering with Financial Advisors and Market Executives. You will lead opportunity reviews, coach advisors on business development, participate in client meetings, and help close opportunities while tracking results.

This role requires multi-year financial services experience, Series 7/63/65 or 66, and willingness to travel; compensation includes a substantial