Amp Financial Advisor Trainee (the Woodlands, Tx)

Willenborg Wealth Management

The Woodlands, TX, USA
**
Develop individual financial practices
Client prospecting and development
Investment product recommendations
** Willenborg Wealth Management is seeking a Financial Advisor Trainee to participate in their Advisor Mastery Program (AMP), which combines distance learning and hands-on training to prepare candidates for a successful career in financial advising. The position involves client relationship management, sales activities, and complying with financial regulations while focusing on personal and professional development. **

Job Summary

  • The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors, incorporating technical and sales skills.
  • The Trainee will balance new client development, sales activities, investment management, customer service, and compliance with personal and professional growth.
  • Requirements include obtaining mandatory industry licenses within prescribed timeframes and meeting minimum performance and production standards.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking a Financial Advisor Trainee to participate in their Advisor Mastery Program (AMP), which combines distance learning and hands-on training to prepare candidates for a successful career in financial advising. The position involves client relationship management, sales activities, and complying with financial regulations while focusing on personal and professional development. **

Skills & Requirements

Must-have

  • Develop individual financial practices
  • Client prospecting and development
  • Investment product recommendations
  • Client account management
  • Financial advice and counsel

Nice-to-have

  • Client loyalty and retention
  • Networking and community initiatives
  • Resilience and persistence
  • Continuous learning of industry trends

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter