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.
The program requires obtaining mandatory industry licenses within prescribed timeframes and meeting minimum performance and production standards.
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 development and sales activities
investment management and customer service
financial advice and counsel
production targets and revenue goals
develop a book of business
client pipeline development
Nice-to-have
client-first, integrity, independence
conservative, long-term view
continuous evolution of the firm
Key Requirements
Bachelor’s Degree preferred
3 years of relevant working experience
SIE required
Series 7 and Series 66 or ability to obtain
Life, Health and Variable Annuity or ability to obtain