Chartwell Investment Partners is seeking a Financial Advisor Trainee in Winter Park, Florida, to participate in their Advisor Mastery Program (AMP). This program focuses on developing technical and sales skills necessary for a successful career in financial advising while providing a supportive environment to grow and build a client base
Job Summary
The Advisor Mastery Program (AMP) offers comprehensive training for new Financial Advisors, incorporating technical and sales skills.
Trainees will learn to build an individual practice by balancing client development, sales, investment management, customer service, and compliance.
The program requires obtaining mandatory industry licenses within prescribed timeframes and meeting minimum performance and production standards.
Matching Summary
Match Score: 75
Chartwell Investment Partners is seeking a Financial Advisor Trainee in Winter Park, Florida, to participate in their Advisor Mastery Program (AMP). This program focuses on developing technical and sales skills necessary for a successful career in financial advising while providing a supportive environment to grow and build a client base.
Skills & Requirements
Must-have
Client service and relationship management
Investment product sales and recommendations
Financial planning and advice
Client pipeline development
Compliance with industry regulations
Nice-to-have
Client loyalty and resilience
Networking and community engagement
Continuous learning and adaptation
Team collaboration
Key Requirements
Bachelor's Degree preferred
Minimum 3 years of relevant working experience
Sales or business environment achievement
SIE license or ability to obtain
Series 7 and Series 66 licenses or ability to obtain
Life, Health and Variable Annuity licenses or ability to obtain