The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills
Job Summary
The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills.
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
The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills.
Skills & Requirements
Must-have
Client development and sales activities
Investment management and client service
Financial advice and counsel
Production targets and revenue goals
Develop book of business
Nice-to-have
Persevere and handle rejection
Network in the community
Continuous learning of products and regulations
Client-first, integrity, independence
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