Advisory Growth Specialist

Bank of America

. Own the territory and growth of investment advisory assets .

Posted 10/30/2026full-timeBellevue • Washington • United StatesSeniorLead💰 $144,000 - $198,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in financial services with a strong focus on investment advisory, relationship management, and consultative sales. Proven ability to coach Financial Advisors, develop growth strategies, and leverage data insights to drive results.

Highest-signal resume keywords

Investment Advisory ExperienceFinancial Services ExpertiseStrong Communication SkillsCRM Systems ProficiencySeries 7 and 63/65 or 66 Certification

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 Products KnowledgeAdvisory Solutions ExpertisePortfolio Construction UnderstandingFiduciary Business Model GraspSales Strategy Development

Soft Skills

Strategic ThinkingRelationship BuildingConsultative Sales InstinctsAccountability ManagementPresentation Skills

Tools & Technologies

SalesforceTableauCopilotCRM SystemsReporting Platforms

Certifications & Qualifications

Series 7Series 63Series 65Series 66

Industry Keywords

Investment ManagementFinancial AdvisorsBusiness DevelopmentClient EngagementMarket Strategy

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
Review performance monthly to drive results
Coach advisors on positioning advisory relationships using investment insights
Explain advisory relationships and investment recommendations to clients
Win new assets and uncover new client opportunities
Transition appropriate brokerage assets into advisory relationships
Deepen relationships and grow wallet share with existing clients
Convert prospects and build centers of influence
Build repeatable growth strategies
Lead opportunity reviews and pipeline discussions
Identify priorities, clear obstacles, create accountability, and help advisors execute plans
Coach advisors on business development and advisory positioning, informed by Chief Investment Office guidance on portfolio construction, manager selection, and asset allocation
Participate in client and prospect meetings, provide solution expertise, and help close
Support recruiting, onboarding, private briefings, and client events
Showcase Merrill’s capabilities and engage appropriate specialists
Track and communicate results using data and insight

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
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
Comfort holding experienced professionals accountable
Genuine interest in investments and practical grasp of advisory solutions, portfolio construction, and fiduciary business models
Presence in front of clients and judgment about when to lead a conversation and when to let the advisor own it
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

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees’ physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits
Opportunities to learn, grow, and build a career