Internal Investment Advisory Specialist

Bank of America

Bank of America

pennington, nj, usa · United States · Remote
Posted on Tuesday, June 4, 2024

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

The Internal Investment Advisory Specialist (IIAS) will support Financial Advisors, Client Associates, and Advisory Leadership on all Merrill Investment Advisory Assets platforms in order to drive utilization of Investment Advisory platforms.

The Internal Investment Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm’s clients. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation and best practices for integrating our managed asset platform into various financial advisor business models.


  • The Internal Specialist shall handle inbound requests for assistance and will also conduct proactive outbound sales calls to the Firm's Financial Advisors to help drive sales growth in their respective assigned territories. Conversations will primarily be focused on implementation ideas, investment hypothetical generation and portfolio construction.
  • The Internal Specialist shall partner with their Investment Advisory Specialists and other LOB specialists to achieve business results for their assigned territory.
  • Internal Specialists are expected to record all of 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 Qualifications:

  • 2+ years related sales experience
  • 2 - 5 years experience in the financial services industry
  • Bachelor’s degree required
  • Ability to work under pressure, meet deadlines and meet clearly defined measurements
  • Strong communication, interaction and presentation skills required
  • Be flexible and adaptable
  • Self-motivated, positive attitude and high energy are a must
  • Must display a passion for achieving aggressive goals in innovative and highly professional ways

Desired Qualifications:

  • Series 7 and 63/65 or 66 preferred, or must be willing to obtain within 120 days of start date
  • Knowledge of professionally managed investment products and/or wealth management business preferred
  • Knowledge of all ML product websites, hypothetical/illustration tools, literature preferred


  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Relationship Building
  • Collaboration
  • Presentation Skills
  • Prospecting
  • Referral Management
  • Wealth Planning
  • Referral Identification

Minimum Education Requirement: Bachelors degree required


1st shift (United States of America)

Hours Per Week: