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 and development.
This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
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
client relationship management
investment product recommendations
financial advice and counsel
new client development
sales activities
Nice-to-have
perseverance in prospecting
handling rejection
resilience in high stress
continuous learning
Key Requirements
Bachelor’s Degree preferred
3 years relevant working experience
SIE license required
Series 7 and Series 66 licenses required
Life, Health and Variable Annuity license required