Advisory Growth Strategist

Bank of America; Washington (District of Columbia); On-site; USD 144,000 - 198,000; Full time

Job summary

Bank of America in Washington, DC is seeking an Advisory Growth Specialist to own the growth of investment advisory assets within a defined territory. You will partner with Financial Advisors and Market Executives to spot opportunities, create action plans, and drive monthly performance reviews.

You will coach advisors on business development, support brokerage-to-advisory transitions, and help close new client opportunities while tracking results with data-driven insights.

Qualifications

• 7+ years of financial services experience, including work with Financial Advisors or in investment management.
• Proven ability to manage multiple priorities and deliver in a fast-moving environment.
• 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 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 on portfolio construction and asset allocation.
• Sit in client meetings, articulate the value of advisory relationships, and help close deals.
• Support recruiting, onboarding, private briefings, and client events by showcasing Merrill's capabilities.
• Track and communicate results using data to sharpen where time is spent.

Skills

Financial services experience

CRM systems

Communication skills

Travel willingness

Sales experience

Tools

Salesforce

Tableau

Copilot

Job description

Bank of America in Washington, DC is seeking an Advisory Growth Specialist to own the growth of investment advisory assets within a defined territory. You will partner with Financial Advisors and Market Executives to spot opportunities, create action plans, and drive monthly performance reviews.

You will coach advisors on business development, support brokerage-to-advisory transitions, and help close new client opportunities while tracking results with data-driven insights.