The role offers a comprehensive education through the Advisor Mastery Program (AMP) to train the next generation of financial advisors
Job Summary
The role offers a comprehensive education through the Advisor Mastery Program (AMP) to train the next generation of financial advisors.
Trainees will balance new client development, sales activities, investment management, and compliance while building an individual practice under mentorship.
Candidates must obtain mandatory industry licenses including Series 7 and Series 66 within four months of starting the program.
Matching Summary
The role offers a comprehensive education through the Advisor Mastery Program (AMP) to train the next generation of financial advisors.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Prospecting and networking skills
Client relationship management
Investment product knowledge
Sales and business development
Compliance and regulatory adherence
Nice-to-have
Resilience in face of rejection
Community engagement experience
Strong interpersonal communication
Ability to handle high stress
Persistence in prospecting
Key Requirements
Bachelor's degree preferred
Series 7 license required within 4 months
Series 66 or ability to obtain within 4 months
SIE exam required
Life, Health, and Variable Annuity licenses within 6 months