Bank of America · 1 week ago
Investment Advisory Specialist II
Pennington, NJ
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expBank of America is committed to making financial lives better through every connection. The Investment Advisory Specialist II will partner with financial advisors to grow the Investment Advisory Platform, providing guidance on investment strategies and collaborating with teams to deliver solutions to clients.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Leads proactive field facing activities and primary driver of initiative-based flows and advisor engagements
Owns sales responsibilities, tactics, execution and advisory leadership engagements within respective territory
Takes initiative and demonstrate leadership in advancing business and strategic initiatives
Sets example by mentoring colleagues
Drives cross ISG collaboration efforts
Focuses on proactively supporting the advisors in their respective markets to drive sales growth through in person, virtual and phone interactions. Thinks independently, develops and executes strategies to achieve their growth goals for their respective territories
Partners 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
Records all 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
The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ
Qualification
Required
8+ years experience in financial services industry
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills
Willing to travel on a monthly basis to meet with advisors in person
Self-motivated, adaptive, positive attitude and high energy
Must display a passion for achieving aggressive goals in innovative and highly professional way
SIE, Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date
Preferred
Bachelor's degree
8+ years sales experience
Knowledge of professionally managed investment products and/or investment advisory business
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
Maryland Daily Record
2026-01-25
2026-01-24
Daily Herald
2026-01-24
Company data provided by crunchbase