Amp Financial Advisor Trainee

Chartwell Investment Partners

Remote
Remote
Client development and sales activities
Investment management and customer service
Financial advice and counsel
Chartwell Investment Partners is seeking a Financial Advisor Trainee for their remote Advisor Mastery Program (AMP). This program provides comprehensive training in financial advising, focusing on both technical skills and sales techniques to help new advisors build successful practices

Job Summary

  • The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors through distance learning and apprenticeship.
  • Trainees 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

Match Score: 85

Chartwell Investment Partners is seeking a Financial Advisor Trainee for their remote Advisor Mastery Program (AMP). This program provides comprehensive training in financial advising, focusing on both technical skills and sales techniques to help new advisors build successful practices.

Skills & Requirements

Must-have

  • Client development and sales activities
  • Investment management and customer service
  • Financial advice and counsel
  • Prospecting and networking skills
  • Client relationship management system

Nice-to-have

  • Perseverance and resilience
  • Handling rejection and stress
  • Community engagement and niche development

Key Requirements

  • Bachelor's Degree or equivalent experience
  • 3 years of relevant working experience
  • SIE license required
  • Series 7 and Series 66 licenses
  • Life, Health and Variable Annuity licenses

Work Rights

Not specified

Tailored Resume

Cover Letter