Advisory Growth Specialist

Bank of America; San Francisco (CA); On-site; USD 144,000 - 198,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits eligible

Job summary

Bank of America in San Francisco seeks an Advisory Growth Specialist to own the growth of investment advisory assets, partnering with Financial Advisors and Market Executives to identify opportunities and drive results.

You will coach advisors on advisory positioning, convert brokerage assets to advisory relationships, and collaborate with leadership to execute strategic priorities, expanding wallet share while maintaining credibility and client focus.

Qualifications

• 7+ years of financial services experience, including 3+ 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.
• 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.

Responsibilities

• Partner with Market Executives and Financial Advisors to drive advisory growth through brokerage-to-advisory 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, informed by guidance from our Chief Investment Office on portfolio construction, manager selection, and asset allocation.
• Sit in client and prospect meetings, help advisors articulate the value of an advisory relationship, bring solution expertise into the room, and help close.
• Support recruiting, onboarding, private briefings, and client events by showcasing Merrill’s capabilities and pulling in the right specialists at the right time.
• Track and communicate results using data and insight to sharpen where you spend your time.

Skills

Financial services experience

Client relationship management

Communication and presentation

Strategic thinking

Sales discipline

Education

Series 7 and 63/65 or 66 license

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Advisory Growth Specialist

You own your territory and you own the growth of their investment advisory assets. You will partner with Financial Advisors and Market Executives, identify growth opportunities, create an action plan, and revisit performance monthly to drive results. Some days that means coaching an advisor on positioning advisory relationships using investment insights. Other days it means sitting across from their client and explaining why an advisory relationship is the right answer and walking through investment recommendations. You will help advisors: Win new assets and uncover new client opportunities. Transition appropriate brokerage assets into advisory relationships. Deepen relationships and grow wallet share with existing clients. Convert more prospects and build stronger centers of influence. Build repeatable growth strategies that outlast any single campaign. Credibility is the currency here. You earn it by understanding how advisors run their practices, bringing a point of view worth their time, and following through on what you said you would do. Nobody hands you a calendar. You build it. This role carries real visibility. You will work directly with market leadership, influence how a strategic priority gets executed on the ground, and see your results in the numbers.

Responsibilities

• Partner with Market Executives and Financial Advisors to drive advisory growth through brokerage-to-advisory 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, informed by guidance from our Chief Investment Office on portfolio construction, manager selection, and asset allocation.
• Sit in client and prospect meetings, help advisors articulate the value of an advisory relationship, bring solution expertise into the room, and help close.
• Support recruiting, onboarding, private briefings, and client events by showcasing Merrill’s capabilities and pulling in the right specialists at the right time.
• Track and communicate results using data and insight to sharpen where you spend your time.

Required Qualifications

• 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.

Desired Qualifications

• 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

Pay range $144,000.00 - $198,000.00 annualized salary, offers to be determined based on experience, education and skill set. Pay Transparency details US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

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