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
Develop individual practice
Client relationship management
Investment product recommendations
Production targets
Client prospecting and networking
Nice-to-have
Client loyalty
Community initiatives
Interpersonal communication skills
Resilience and persistence
Key Requirements
Bachelor's Degree preferred
Minimum 3 years relevant experience
SIE license required
Series 7 and Series 66 licenses required
Life, Health and Variable Annuity licenses required