Advisory Growth Specialist
Scottsdale, Arizona;Bellevue, Washington
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Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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