Investment Advisory Specialist

Bank of America

Bank of America

pennington, nj, usa · United States · Remote
Posted on Thursday, February 22, 2024

Job Description:

The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment solutions backed by the research and insights of Merrill Lynch in a single fiduciary program designed to help clients pursue meaningful outcomes.

The Investment Advisory Specialist provides advice and guidance to Financial Advisors, and Advisory Leadership to help identify and construct suitable IAP (strategies) for clients.

Responsibilities include (but are not limited to) the following:

Proactively supporting advisors in their respective markets to drive IAP growth through in person, virtual and phone interactions. They should think independently, develop, and execute strategies to achieve their growth goals for their respective territories. Also, they should partner with local market leadership to develop IAP sales strategies.

Sharing advice and guidance informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practice centered on investment advisory business.

The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.

Partnership with their coverage team potentially consisting of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.

Specialists are expected to record all their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.
Required skills:

5 years sales experience

Bachelor’s degree required

5+ years’ experience in financial services industry preferred

Series 7 and 63/65 or 66 required

Knowledge of professionally managed investment products and/or investment advisory business preferred

Ability to work under pressure, meet deadlines and meet clearly defined measurements

Strong communication, interaction and presentation skills required

Willing to travel on a monthly basis to meet with advisors in person

Self-motivated, adaptive, positive attitude and high energy are a must

Must display a passion for achieving aggressive goals in innovative and highly professional way


1st shift (United States of America)

Hours Per Week: