Amp Financial Advisor Trainee - Easton, Md

Willenborg Wealth Management

Easton, MD, US
Base: $31,200.00-$70,000.00; bonus/equity: may inc...
Prospecting and networking skills
Client needs analysis and financial planning
Investment product knowledge and sales
The Advisor Mastery Program offers comprehensive training combining technical and sales skills to position new advisors for success

Job Summary

  • The Advisor Mastery Program offers comprehensive training combining technical and sales skills to position new advisors for success.
  • Trainees will develop a book of business by prospecting, networking, and providing sound financial advice consistent with client objectives.
  • The role includes eligibility for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

The Advisor Mastery Program offers comprehensive training combining technical and sales skills to position new advisors for success.

Salary

Base: $31,200.00-$70,000.00; Bonus/Equity: May include additional compensation or commissions; Benefits: Medical, dental, vision, life, disability, retirement, PTO, parental leave

Skills & Requirements

Must-have

  • Prospecting and networking skills
  • Client needs analysis and financial planning
  • Investment product knowledge and sales
  • Compliance with industry regulations
  • Resilience in handling rejection

Nice-to-have

  • Strong interpersonal communication abilities
  • Ability to work in fast-paced environment
  • Community engagement and leadership
  • Experience with CRM software systems
  • Team collaboration and mentorship

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 license required if no exemption applies
  • Life, Health, and Variable Annuity licenses within 6 months

Work Rights

Not specified

Tailored Resume

Cover Letter