Amp Financial Advisor

Willenborg Wealth Management

Remote
**
Develop client pipeline
Manage full scope of client relationship
Recommend investment products
** Willenborg Wealth Management is seeking candidates for their Amp Financial Advisor position, part of a development program designed to train new financial advisors. The program emphasizes a holistic approach to client relations and financial advice, providing rigorous training and mentorship to ensure long-term success. **

Job Summary

  • The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor.
  • AMP offers comprehensive education, training and mentorship of both technical and sales skills.
  • After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking candidates for their Amp Financial Advisor position, part of a development program designed to train new financial advisors. The program emphasizes a holistic approach to client relations and financial advice, providing rigorous training and mentorship to ensure long-term success. **

Skills & Requirements

Must-have

  • Develop client pipeline
  • Manage full scope of client relationship
  • Recommend investment products
  • Mastery of sales skills
  • Economic and accounting principles

Nice-to-have

  • Persistence in the face of obstacles
  • Maintain optimism in the face of rejection
  • Deal calmly in high stress situations
  • Client-first, integrity, independence

Key Requirements

  • Bachelor's degree preferred
  • Minimum of four years working experience
  • SIE required within 4 months
  • Series 7 & 66 within 4 months
  • Life, Health and Variable Annuity within 6 months

Work Rights

Not specified

Tailored Resume

Cover Letter