1 Structured Product Specialist - Internal Sales Job in Boca Raton, FL
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Advisors Asset Management is Hiring a Structured Product Specialist - Internal Sales Near Boca Raton, FL
- Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products)
- Profile financial advisors to obtain information that will assist the client in reaching stated objectives
- Wholesale and Distribute Structured Products to Broker Dealers & RIA’s across the United States
- Maintain current knowledge of all markets and AAM analytics and market commentaries
- Work with Structured Products Trading & Origination to create new products and custom transactions for advisors
- Securities research, economic reports, and trend forecasting
- Create presentations to educate financial advisors on Market Linked CDs & Market Linked Notes
- Using AAM provided tools, complete and present portfolio analytics to assist clients
- Position client portfolios to capitalize on current and upcoming market cycle conditions
- Provide exceptional customer service and financial services advice consistent with the client objectives
- Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting & Conference Metrics
- Ability to travel when needed
- Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM
- Work with AAM’s Business Intelligence group to maximize your day to day process / task
- Perform other job-related duties as assigned
- 2 yrs experience in the Financial Services Industry, Financial Technology, Marketing, and Sales
- Required Education: Bachelor’s Degree or equivalent experience
- Licensing: SIE Securities Industry Essentials Certification; FINRA Series 7, 63 required
- In depth knowledge of Structured Products and Fixed Income Sales
- Strong Financial Markets acumen
- Excellent oral and written communications skills, presentation experience a plus
- Strong analytical, problem solving, and negotiation skills
- Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines
- Ability to influence and persuade to achieve desired outcomes
- Proven experience working collaboratively, improving productivity, and implementing ideas
- Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Power BI, Bloomberg
- Internet, Salesforce & CRM application systems
Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
For over 40 years, AAM has been a trusted resource for financial professionals and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.
As of June 30, 2023, the brokerage and advised business at AAM represents approximately $41.5 billion in assets. (Assets under supervision represent $5.4 billion in UIT assets. The firm has $32.3 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm's $3.8 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.)
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.
AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.
Job Summary
Full Time
Investment Management
$59k-84k (estimate)
09/13/2023
06/26/2024
aamlive.com
PRINCETON, NJ
200 - 500
1979
ROBERT ROGGO
$50M - $200M
Investment Management
Related Companies
About Advisors Asset Management
Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business. For over 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfo...lio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.
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