AMS Solutions Specialist
$31,200–$31,200 year
HybridSt. Petersburg, Florida, United States
Job Summary
Prepare reports, analyses, and client-ready proposals to support asset management sales initiatives. Partner with AMS consultants and internal sales teams to fulfill inbound advisor requests, serving as the primary contact for inquiries via phone, email, and virtual meetings. Utilize wealth management technology tools including portfolio construction, proposal generation, and investment screeners to assist financial advisors in navigating platform capabilities. Educate advisors on effective usage and guide them on analytic technology for investment accounts. Collaborate on presentations for meetings and events while building and maintaining advisor relationships to support business development. Manage multiple priorities in a fast-paced environment. Bachelor's degree required; Series 7 license required or obtainable within six months. Hybrid schedule with three days in St. Petersburg, FL.
Required Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7 license required or must be obtained within six (6) months of hire
- 1–2 years of relevant experience preferred
- Series 7 license required or must be obtained within six (6) months of hire
- Bachelor's (Required)
- 13 months to 3 years
Desired Qualifications
- 1–2 years of relevant experience preferred
- Knowledge of: Investment concepts, markets, and asset allocation
- Knowledge of: Portfolio construction principles and products
- Knowledge of: Wealth management technology tools
- Knowledge of: Advisor workflows and sales cycles
- Knowledge of: Microsoft Office applications
- Skill in: Communication with advisors
- Skill in: Learning new technologies
- Skill in: Data analysis and reporting
- Skill in: Time management and prioritization
- Skill in: Relationship building
- Ability to: Train advisors on technology
- Ability to: Handle inquiries professionally
- Ability to: Manage competing priorities
- Ability to: Work independently and in teams
- Ability to: Adapt to changing needs
- Ability to: Demonstrate initiative
- Ability to: Train advisors on technology
- Ability to: Handle inquiries professionally
- Ability to: Manage competing priorities
- Ability to: Work independently and in teams
- Ability to: Adapt to changing needs
- Ability to: Demonstrate initiative
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