Bank of America
Advisory Growth Specialist
Bloomfield Hills · Full-time · Posted Sep 28, 2026
- Experience
- 7+ years in financial services, including 3 or more years working with Financial Advisors or in investment management; equivalent experience demonstrating the same capability will be considered.
About the job
Drives investment advisory asset growth in an assigned territory by partnering with Financial Advisors and market leaders, coaching advisors, supporting client meetings, and tracking results.
What you'll do
- Build and execute territory growth plans covering asset acquisition, brokerage-to-advisory conversions, referrals, retention, and wallet share.
- Lead opportunity and pipeline reviews; coach advisors on business development and advisory positioning.
- Support client and prospect meetings, events, recruiting, and onboarding, and communicate performance results.
What they ask for
- 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, ability to manage competing priorities, and comfort using CRM systems, sales tools, and reporting platforms.
- 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.
Nice to have
- Track record building trusted relationships with Financial Advisors, business owners, sales professionals, or other demanding stakeholders.
- Fluency with data and pipeline tools such as Tableau, Copilot, or Salesforce.
Tools
CRM systems, sales tools, reporting platforms, Tableau, Copilot, Salesforce
Model-written summary · the original posting is authoritative