Advisory Growth Specialist

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!

• →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.

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.