Amp Financial Advisor Trainee - New York, Ny

Chartwell Investment Partners

New York, NY, US
Base: $70,000.00 to $90,000.00; bonus/equity: not ...
Prospecting and networking skills
Client needs analysis and financial planning
Investment product knowledge and recommendations
The program offers a comprehensive education combining technical and sales skills to position new advisors for success

Job Summary

  • The program offers a comprehensive education combining technical and sales skills to position new advisors for success.
  • Trainees will balance client development, investment management, and compliance while building an individual practice under mentorship.
  • Candidates are expected to demonstrate persistence, handle rejection, and maintain effective working relationships with clients and colleagues.

Matching Summary

The program offers a comprehensive education combining technical and sales skills to position new advisors for success.

Salary

Base: $70,000.00 to $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Prospecting and networking skills
  • Client needs analysis and financial planning
  • Investment product knowledge and recommendations
  • Sales performance and production targets
  • Compliance with industry regulations

Nice-to-have

  • Resilience in handling rejection
  • Community engagement and niche development
  • Effective oral and written communication
  • Ability to work in fast-paced environment
  • Collaborative team player mindset

Key Requirements

  • Bachelor's degree preferred
  • 3 years relevant sales or business experience
  • Series 7 license required within 4 months
  • Series 66 license required within 4 months
  • SIE certification required or exemption

Work Rights

Not specified

Tailored Resume

Cover Letter