The Advisor Mastery Program (AMP) offers comprehensive education for the next generation of Financial Advisors, incorporating technical and sales skills
Job Summary
The Advisor Mastery Program (AMP) offers comprehensive education for the next generation of Financial Advisors, incorporating technical and sales skills.
The Trainee will learn to build an individual practice by balancing new client development, sales activities, investment management, customer service, and compliance.
The program supports 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 comprehensive education for the next generation of Financial Advisors, incorporating 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 business development
Client relationship management
Nice-to-have
Resilience during prospecting
Networking in the community
Continuous learning of industry trends
Key Requirements
Bachelor's Degree or equivalent experience
Minimum 3 years sales/business experience
SIE required
Series 7 and 66 or ability to obtain
Life, Health, Variable Annuity or ability to obtain