Advisory Growth Specialist

Bank of America

. Own the territory and growth of investment advisory assets .

Posted 9/28/2026full-timeAtlanta • North Carolina • 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, including strong consultative sales skills and the ability to build trusted relationships with Financial Advisors. Proficient in using data and CRM tools to drive business growth and manage territory effectively.

Highest-signal resume keywords

Financial Services ExperienceInvestment Advisory KnowledgeConsultative Sales AbilityStrong Communication SkillsData Analysis and Reporting

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment KnowledgeAdvisory SolutionsPortfolio ConstructionFiduciary Business ModelsBusiness DevelopmentOpportunity IdentificationSales Strategy

Soft Skills

Relationship BuildingStrategic ThinkingSelf-DirectionPresentation SkillsAbility to Handle Pushback

Tools & Technologies

CRM SystemsSales ToolsReporting PlatformsTableauSalesforce

Certifications & Qualifications

Series 7Series 63Series 65Series 66

Industry Keywords

Investment ProductsAdvisory SolutionsFinancial AdvisorsMarket LeadershipClient Events

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Own the territory and growth of investment advisory assets
Partner with Financial Advisors and Market Executives to identify growth opportunities and create action plans
Coach advisors on positioning advisory relationships using investment insights
Explain advisory relationships and investment recommendations to clients
Drive brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion
Lead opportunity reviews and pipeline discussions; identify priorities, clear obstacles, and create accountability
Coach advisors on business development and advisory positioning using guidance from the Chief Investment Office
Participate in client and prospect meetings, provide solution expertise, and help close business
Support recruiting, onboarding, private briefings, and client events
Track and communicate results using data and insights
Work directly with market leadership and 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, with the ability to hold a room and handle pushback in the moment
Demonstrated ability to manage competing priorities and deliver in a fast-moving environment
Comfort using CRM systems, sales tools, and reporting platforms to manage activity and measure results
Willingness to travel regularly within the assigned territory
Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of the 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 ability, including confidence to identify opportunities and ask for business
Investment knowledge, including advisory solutions, portfolio construction, and fiduciary business models
Ability to use 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
In-office culture supporting collaboration, engagement, and career development
40 hours per week