Amp Financial Advisor Trainee - New York, Ny

Chartwell Investment Partners

New York, NY, US
Base: $70,000.00 to $90,000.00; bonus/equity: not ...
Remote
Client prospecting and development
Investment product recommendations
Client relationship management
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, balancing client development, sales, investment management, customer service, and compliance.
  • 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 comprehensive education for the next generation of Financial Advisors, incorporating technical and sales skills.

Salary

Base: $70,000.00 to $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client prospecting and development
  • Investment product recommendations
  • Client relationship management
  • Financial advice and counsel

Nice-to-have

  • Resilience during prospecting
  • Community networking
  • Continuous learning

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter