Advisory Growth Specialist

Bank of America; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America is seeking an Advisory Growth Specialist to own a territory, partner with Financial Advisors and Market Executives, and drive growth of investment advisory assets. You will identify opportunities, create action plans, and review performance monthly to deliver results while coaching advisors on positioning and portfolio guidance.

You will work directly with market leadership to execute strategic priorities, build repeatable growth strategies, and expand wallet share across client

Qualifications

• 7+ years in financial services with experience alongside Financial Advisors or investment management.
• Experience supporting or selling investment products or advisory solutions.
• Ability to communicate clearly and handle pushback in fast-paced settings.

Responsibilities

• Drive advisory growth through conversions, new assets, referrals, retention and wallet share expansion.
• Lead opportunity reviews and pipeline discussions with Market Executives and Advisors.
• Coach advisors on business development and advisory positioning with guidance from CIO.
• Participate in client meetings to articulate the value of advisory relationships and close opportunities.

Skills

Strong communication & presentation

Multi-priority management

CRM/sales tools experience

Tools

Salesforce

Tableau

Copilot

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. Join us!

As an 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

• 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

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

About the company

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

Learn about our four values that represent what we believe.

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