Amp Financial Advisor

Chartwell Investment Partners

Remote
Remote
Develop client pipeline
Manage client relationships
Recommend investment products
Chartwell Investment Partners is seeking candidates for the Amp Financial Advisor position, which is part of a comprehensive training program designed to prepare individuals for a successful career in financial advising. The role emphasizes client relationship management, investment recommendations, and achieving production targets while fostering a supportive and growth-oriented company culture

Job Summary

  • The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor.
  • AMP offers comprehensive education, training and mentorship of both technical and sales skills.
  • After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking candidates for the Amp Financial Advisor position, which is part of a comprehensive training program designed to prepare individuals for a successful career in financial advising. The role emphasizes client relationship management, investment recommendations, and achieving production targets while fostering a supportive and growth-oriented company culture.

Skills & Requirements

Must-have

  • Develop client pipeline
  • Manage client relationships
  • Recommend investment products
  • Develop book of business

Nice-to-have

  • Client-first approach
  • Long-term development focus
  • Networking and community involvement

Key Requirements

  • Bachelor's degree preferred
  • Minimum 4 years working experience
  • SIE required within 4 months
  • Series 7 & 66 required within 4 months
  • Life, Health and Variable Annuity required within 6 months

Work Rights

Not specified

Tailored Resume

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