Advisory Growth Strategist - Build Assets & Relationships

Bank of America

Boston (MA)

On-site

USD 144,000 - 198,000

Full time

5 days ago

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Job summary

Bank of America in Boston, MA is seeking an Advisory Growth Specialist who owns their territory and drives growth of investment advisory assets. You will partner with Financial Advisors and Market Executives to identify opportunities, create action plans, and monitor performance monthly to deliver results.

You will coach advisors on advisory positioning, participate in client meetings, help close opportunities, and support recruiting and client events.

Qualifications

7+ years financial services experience, including 3+ years with Financial Advisors or in investment management.
Series 7 and 63/65 or 66, or ability to obtain within 120 days of start date.
Experience selling investment products, advisory solutions, or related financial services offerings.

Responsibilities

Partner with Market Leaders and Advisors to drive advisory growth through conversions, asset acquisition, referrals, retention, and wallet share expansion.
Lead opportunity reviews and pipeline discussions.
Identify priorities, remove obstacles, create accountability, and help advisors execute plans.
Coach advisors on business development and advisory positioning with guidance from the Chief Investment Office.
Attend client and prospect meetings to articulate the value of advisory relationships and assist in closing.
Support recruiting, onboarding, briefings, and client events by showcasing Merrill’s capabilities and coordinating specialists.
Track and communicate results using data to optimize where to spend time.