Investment Advisory Growth Strategist

Bank of America; Atlanta (GA); Presencial; USD 90 000 - 150 000; Tempo integral

Resumo da oferta

Bank of America is seeking an Advisory Growth Specialist to own growth in designated territories, partnering with Financial Advisors and Market Executives. You will identify opportunities, create action plans, and review performance monthly to drive results.

Responsibilities include coaching advisors, managing conversions, and expanding wallet share with existing clients. Ideal candidates will have 7+ years in financial services, Series 7/63/65 or 66 licensing or the ability to obtain, plus

Qualificações

• 7+ years of financial services experience, including 3+ years with Financial Advisors or in investment management.
• Experience supporting, distributing, or selling investment products or advisory solutions.
• Strong communication and presentation skills with the ability to engage a room and handle pushback.

Responsabilidades

• Partner with Market Executives and Financial Advisors to drive advisory growth and asset conversions.
• Lead opportunity reviews and pipeline discussions with stakeholders.
• Identify priorities, remove obstacles, and drive accountability to turn plans into results.
• Coach advisors on business development and advisory positioning with CIO guidance on portfolios.
• Join client/prospect meetings to articulate value of advisory relationships and close deals.
• Support recruiting, onboarding, briefings, and client events by coordinating specialists.
• Track results using data to optimize time spent and activity.

Ferramentas

Tableau

Salesforce

Copilot

Descrição da oferta de emprego

Bank of America is seeking an Advisory Growth Specialist to own growth in designated territories, partnering with Financial Advisors and Market Executives. You will identify opportunities, create action plans, and review performance monthly to drive results.

Responsibilities include coaching advisors, managing conversions, and expanding wallet share with existing clients. Ideal candidates will have 7+ years in financial services, Series 7/63/65 or 66 licensing or the ability to obtain, plus