Investment Advisory Growth Strategist

Bank of America; Texas; On-site; USD 95,000 - 130,000; Full time

Job summary

Bank of America is seeking an Advisory Growth Specialist to own a defined territory and grow investment advisory assets. You will partner with Financial Advisors and Market Executives to identify opportunities, craft action plans, and review performance monthly to drive results.

The role involves coaching advisors, sitting in client meetings, and guiding to convert brokerage assets into advisory relationships, while building repeatable growth strategies across markets.

Qualifications

• 7+ years in financial services with Advisor support or investment management.
• Experience selling advisory solutions or investment products.
• Proven ability to align sales strategy with market leadership.

Responsibilities

• Drive advisory growth through conversions and new assets in your market.
• Lead opportunity reviews, set priorities, and hold advisors accountable.
• Coach on business development and advisory positioning with portfolio guidance.
• Join client/prospect meetings to articulate value of advisory relationships and close.
• Support recruiting, onboarding, and client events by coordinating specialists.

Skills

Sales strategy

CRM proficiency

Communication & presentation

Multi-tasking in fast pace

Travel readiness

Education

Series 7 and 63/65 or 66 licenses

Tools

Salesforce

Tableau

Copilot

Job description

Bank of America is seeking an Advisory Growth Specialist to own a defined territory and grow investment advisory assets. You will partner with Financial Advisors and Market Executives to identify opportunities, craft action plans, and review performance monthly to drive results.

The role involves coaching advisors, sitting in client meetings, and guiding to convert brokerage assets into advisory relationships, while building repeatable growth strategies across markets.