Financial Institutions Training Specialist

Job Description

Financial Institutions Training Specialist

Position Overview

AMS Financial Solutions Group is seeking a knowledgeable, engaging, and motivated Financial Institutions Training Specialist to join our growing team. This position will play an important role in supporting our Financial Institutions Channel by delivering training, education, and professional development to financial advisors, bankers and licensed bankers within banks and credit unions.

The ideal candidate will have a strong background in financial services, particularly annuities, wealth management, and financial planning concepts, with the ability to translate complex financial information into clear, practical, and engaging training experiences.

Key Responsibilities

Training & Professional Development

• Develop and deliver engaging training programs for financial advisors, bankers, and licensed bankers within the Financial Institutions Channel.
• Provide foundational education on wealth management, financial planning, annuities, retirement planning, and investment concepts.
• Educate financial professionals on identifying client needs, understanding financial goals, and recognizing opportunities to introduce appropriate wealth management solutions.
• Conduct individual and group training sessions through in-person meetings, virtual presentations, webinars, and workshops.
• Support onboarding and ongoing professional development initiatives for financial professionals at partner banks and credit unions.
• Simplify complex financial concepts and communicate information effectively to individuals with varying levels of financial services experience.

Financial Institutions Channel Support

• Collaborate with internal sales teams, wholesalers, and partners to identify training needs and develop programs that support business objectives.
• Establish strong working relationships with financial institution partners, advisors, bankers, and licensed representatives.
• Support the development of financial professionals as they expand their understanding of wealth management products and solutions.
• Provide education on annuity products, retirement income strategies, and their role within a broader financial planning framework.
• Collaborate with channel leadership to ensure training initiatives align with partner needs, industry standards, and organizational priorities.

Training Development & Execution

• Assist in developing, updating, and maintaining training materials, presentations, educational resources, and onboarding programs.
• Evaluate the effectiveness of training initiatives and identify opportunities for improvement.
• Stay informed on financial services industry developments, product trends, and regulatory changes relevant to financial institutions.
• Track training activities, participation, and outcomes to support continuous improvement.
• Travel to partner financial institutions, regional meetings, and training events as needed.

Qualifications

Required Qualifications

• Active FINRA Series 6 registration.
• Strong background in financial services, with demonstrated knowledge of complex annuity, retirement planning, and wealth management concepts.
• Experience working with financial advisors, bankers, licensed bankers, or other financial services professionals.
• Excellent presentation, communication, and interpersonal skills.
• Ability to explain complex financial concepts in an approachable, easy-to-understand manner.
• Strong organizational skills and the ability to manage multiple training initiatives and professional relationships.
• Comfortable delivering training in both in-person and virtual environments.
• Willingness and ability to travel approximately 25% of the time.

Preferred Qualifications

• Previous experience as an internal wholesaler, external wholesaler, financial services trainer, or advisor development professional.
• Experience supporting the bank/credit union distribution channel.
• Familiarity with annuity products, retirement income solutions, and financial planning strategies.
• Experience developing training materials, conducting workshops, or facilitating professional education programs.
• Additional FINRA registrations or relevant financial services designations.
• Bachelor's degree in finance, business, or a related field, or equivalent professional experience.

Ideal Candidate

The successful candidate is a confident communicator and natural educator who enjoys helping others develop their skills and knowledge. They understand the financial services industry, can build credibility with financial professionals, and are comfortable engaging with both newly licensed bankers and experienced financial advisors.

This individual is collaborative, self-motivated, and passionate about developing talent within the financial institutions marketplace.

Compensation & Travel

• Annual Salary: $75,000-$95,000
• Compensation Structure: Salary only; no commission component.
• Travel: Approximately 25%, primarily to support training and development initiatives with bank and credit union partners.