The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors, incorporating training for technical and sales skills
Job Summary
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors, incorporating training for technical and sales skills.
The Trainee will balance new client development, sales activities, investment management, customer service, and compliance with personal and professional growth.
The program is designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Matching Summary
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors, incorporating training for technical and sales skills.
Skills & Requirements
Must-have
Financial advice and counsel
Client pipeline development
Investment product recommendations
Client account management
Industry rules and regulations
Nice-to-have
Client loyalty
Community initiatives
Personal and professional growth
Client-first, integrity, independence
Key Requirements
Bachelor's Degree preferred
3 years of relevant working experience
Sales or business environment achievement
SIE required
Series 7 and Series 66 or ability to obtain
Life, Health and Variable Annuity or ability to obtain