Advisory Growth Specialist

Bank of America

. Own the territory and drive 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 strong focus on investment advisory growth, client relationship management, and strategic partnership with Financial Advisors. Proficient in utilizing data insights and CRM tools to drive business development and achieve measurable results.

Highest-signal resume keywords

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

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

Hard Skills

Investment ManagementBusiness DevelopmentAdvisory PositioningPortfolio ConstructionFiduciary Business Models

Soft Skills

Strategic ThinkingConsultative Sales InstinctsRelationship BuildingSelf-DirectionPresentation Skills

Tools & Technologies

SalesforceTableauCopilot

Certifications & Qualifications

Series 7Series 63Series 65Series 66

Industry Keywords

Investment ProductsAdvisory RelationshipsBrokerage-to-Advisory ConversionsClient EventsMarket Strategy

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
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 opportunities
Support recruiting, onboarding, private briefings, and client events by showcasing Merrill’s capabilities
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 may 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
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 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, including confidence to identify opportunities and ask for business
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 physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
In-office flexibility based on role-specific responsibilities and business needs