Bank of America Corporation

Advisory Growth Specialist

Bank of America Corporation • $100K — $120K *
Atlanta, GA 30349In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 7+ years in financial services, including 3+ years with Financial Advisors or in investment management.
  • Experience with investment products, advisory solutions, or financial services.
  • Knowledge of managed investment products or investment advisory business.
  • Strong communication and presentation skills for effective client interactions.
  • Ability to manage competing priorities in a dynamic environment.
  • Familiarity with CRM systems and activity reporting tools.
  • Willingness to travel regularly in your assigned territory.

Responsibilities

  • Catalyze advisory growth within your market territory.
  • Partner with Market Executives and Financial Advisors to enhance brokerage-to-advisory conversions.
  • Lead opportunity reviews, prioritize actions, and help advisors achieve results.
  • Coach advisors on business development using insights from the Chief Investment Office.
  • Engage in client meetings to articulate the value of advisory relationships and assist in closing deals.
  • Support recruiting, onboarding, and client events by showcasing firm capabilities.
  • Utilize data to track results and optimize time management.

Benefits

  • Opportunity to influence strategic initiatives directly with market leadership.
  • Visibility and impact on measurable business outcomes.
  • Collaborative environment working alongside experienced specialists.
  • Access to industry insights and resources for professional development.
Full Job Description
Job Description:

As an Advisory Growth Specialist, you own your territory and you own the growth of their investment advisory assets. You will partner with Financial Advisors and Market Executives, identify growth opportunities, create an action plan, and revisit performance monthly to drive results. Some days that means coaching an advisor on positioning advisory relationships using investment insights. Other days it means sitting across from their client and explaining why an advisory relationship is the right answer and walking through investment recommendations.

You will help advisors:
  • 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 more prospects and build stronger centers of influence.
  • Build repeatable growth strategies that outlast any single campaign.

Credibility is the currency here. You earn it by understanding how advisors run their practices, bringing a point of view worth their time, and following through on what you said you would do. Nobody hands you a calendar. You build it.

This role carries real visibility. You will work directly with market leadership, influence how a strategic priority gets executed on the ground, and see your results in the numbers.

Responsibilities:
You are the catalyst for advisory growth in your market.

Working alongside a specialist team in your dedicated territory, you will:

  • Partner with Market Executives and Financial Advisors to drive advisory growth through 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, informed by guidance from our Chief Investment Office on portfolio construction, manager selection, and asset allocation.
  • Sit in client and prospect meetings, help advisors articulate the value of an advisory relationship, bring solution expertise into the room, and help close.
  • Support recruiting, onboarding, private briefings, and client events by showcasing Merrill's capabilities and pulling in the right specialists at the right time.
  • Track and communicate results using data and insight to sharpen where you spend your time.


Required Qualifications:
  • 7+ years of financial services experience, including 3 or more years working with Financial Advisors or in investment management. We will consider equivalent experience that demonstrates the same capability.
  • 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 your assigned territory.
  • Series 7 and 63/65 or 66, or the ability to obtain them within 120 days of your start date.


Desired Qualifications:

We are looking for a combination of sales ability, advisor credibility, investment knowledge, and execution discipline. Strong candidates tend to bring:

  • A track record of building trusted relationships with Financial Advisors, business owners, sales professionals, or other demanding stakeholders.
  • Strategic thinking and the ability to partner with senior leaders on market and sales strategy.
  • Consultative sales instincts, including the confidence to name an opportunity and ask for the business.
  • Comfort holding experienced professionals accountable to what they committed to, without becoming someone they avoid.
  • Genuine interest in investments and a practical grasp of advisory solutions, portfolio construction, and fiduciary business models.
  • Presence in front of clients, including the judgment to know 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 to decide where your time goes.
  • The self-direction to run a territory independently while staying tightly connected to market leadership and internal partners.


Shift:
1st shift (United States of America)

Hours Per Week:
40

About Bank of America Corporation

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management. It was formed through the combination of the corporate and investment banking activities of Bank of America and Merrill Lynch following the acquisition of the latter by the former in January 2009. Bank of America completed the acquisition of Merrill Lynch & Co on 1 January 2009. Bank of America began rebranding all of its corporate and investment banking activities under the Bank of America Merrill Lynch name in September 2009. In April 2010, Bank of America Merrill Lynch appointed Christian Meissner as head of investment banking for Europe, Middle East and Africa. In April 2011, Bank of America Merrill Lynch integrated its corporate and investment banking operations into a single division. In October 2013, Bank of America Merrill Lynch was recognised as the Most Innovative Investment Bank of the Year in The Banker's Investment Banking Awards.

Bank of America Corporation Careers

Join the dynamic team at Bank of America Corporation, a premier global financial institution where innovation, leadership, and growth go hand in hand. As one of the largest banks in the world, we offer unparalleled job opportunities and a culture that values diversity, inclusion, and professional growth. Work You’ll Do At Bank of America Corporation, you’ll be part of a team that’s dedicated to making a real difference. Whether you’re helping families buy their first home, advising businesses on expansion, or developing cutting-edge financial technologies, your work will have an impact. Our commitment to leadership in the financial industry has never been stronger, and we need passionate, skilled professionals to lead our journey. Explore a World of Opportunities From entry-level positions to leadership roles, Bank of America Corporation offers a variety of career paths in areas such as investment banking, technology, marketing, and risk management. Our job opportunities span the globe, providing the chance to work alongside the best in the industry and develop skills that will propel your career forward. Internship Programs Kickstart your career with Bank of America Corporation’s internship programs. These opportunities provide hands-on experience and a chance to engage in meaningful work that complements your academic studies. Interns gain invaluable networking opportunities, receive mentorship from seasoned professionals, and learn about the culture and operations of a global financial leader. Benefits and Growth Bank of America Corporation is committed to the well-being and continuous professional development of our team members. We offer a competitive benefits package that supports the health, financial stability, and work-life balance of our employees. Our training programs and development initiatives ensure that every team member has the opportunity to grow and advance within the company. Inclusive Culture We believe our strength lies in our diversity. Bank of America Corporation fosters an inclusive environment where all employees can thrive. Through diversity training and a commitment to equal opportunities, we cultivate leadership and innovation that reflect the wide-ranging communities we serve. Join Our Team Are you ready to advance your career at a company that’s at the forefront of the financial industry? Explore the positions available at Bank of America Corporation and find where your skills and interests align with our needs. We are continuously hiring and looking for individuals who are curious, creative, and eager to drive change. Stay Connected Keep up to date with the latest from Bank of America Corporation Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that match your career interests and get insider tips that can help you during your application and interview process. Bank of America Corporation is not just a company—it’s a place where you can shape your future and the future of finance. Join us and be part of a team that’s redefining what a bank can be.
Learn more about Bank of America Corporation
Size
208,000 employees
Market Cap
$260.3 billion
Industry
Finance & Insurance
Net Income
$17.8 billion
Founded
1998
5 Year Trend
-1.4%
NASDAQ
BAC
* Ladders Estimates

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