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Advisory Growth Specialist

Job in Charlotte, Mecklenburg County, North Carolina, 28230, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-02
Job specializations:
  • Sales
  • Finance & Banking
Job Description & How to Apply Below
Advisory Growth Specialist

Atlanta, Georgia;

Charlotte, North Carolina

** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge ( )

*
* 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,…
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