Advisory Growth Specialist

Bank of America

. Own the territory and drive growth of investment advisory assets .

Posted 9/28/2026full-timeHouston • Texas • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in financial services with a focus on investment advisory, showcasing strong consultative sales instincts and the ability to build trusted relationships with Financial Advisors. Proficient in strategic thinking and execution, leveraging data insights to drive growth and manage competing priorities effectively.

Highest-signal resume keywords

7+ Years Financial Services ExperienceInvestment Advisory SolutionsStrong Communication SkillsCRM Systems ProficiencySeries 7 and 63/65 or 66

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementAdvisory PositioningBusiness DevelopmentPortfolio ConstructionFiduciary Business Models

Soft Skills

Strategic ThinkingRelationship BuildingSelf-DirectionConsultative Sales Instincts

Tools & Technologies

SalesforceTableauCopilotSales ToolsReporting Platforms

Certifications & Qualifications

Series 7Series 63Series 65Series 66

Industry Keywords

Investment ProductsFinancial AdvisorsBrokerage-to-Advisory ConversionsClient MeetingsMarket Leadership

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Own the territory and drive growth of investment advisory assets
Partner with Financial Advisors and Market Executives to identify growth opportunities and create action plans
Drive 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
Sit in client and prospect meetings, explain the value of advisory relationships, provide solution expertise, and help close
Support recruiting, onboarding, private briefings, and client events
Showcase Merrill’s capabilities and bring in appropriate specialists
Track and communicate results using data and insight
Work directly with market leadership to influence execution of strategic priorities

Requirements

What you’ll need

7+ years of financial services experience, including 3 or more years working with Financial Advisors or in investment management
Equivalent experience demonstrating the same capability will be considered
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
Ability to manage competing priorities and deliver in a fast-moving environment
Comfort using CRM systems, sales tools, and reporting platforms
Willingness to travel regularly within the assigned territory
Series 7 and 63/65 or 66, or ability to obtain them within 120 days of start date
Track record of building trusted relationships with Financial Advisors, business owners, sales professionals, or other demanding stakeholders
Strategic thinking and ability to partner with senior leaders on market and sales strategy
Consultative sales instincts
Genuine interest in investments and practical grasp of advisory solutions, portfolio construction, and fiduciary business models
Fluency with data and pipeline tools such as Tableau, Copilot, or Salesforce
Self-direction to run a territory independently while staying connected to market leadership and internal partners

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Inclusive workplace with career development opportunities