Amp Financial Advisor Trainee - Glastonbury, Ct

Chartwell Investment Partners

Glastonbury, CT, US
Base: $35,235.20-$70,000.00; bonus/equity: not spe...
Client relationship management
Investment product sales
Financial planning advice
The Advisor Mastery Program (AMP) offers comprehensive education for future Financial Advisors through distance learning, apprenticeship, and training at the firm’s international headquarters

Job Summary

  • The Advisor Mastery Program (AMP) offers comprehensive education for future Financial Advisors through distance learning, apprenticeship, and training at the firm’s international headquarters.
  • The program incorporates training for technical and sales skills, balancing new client development, sales activities, investment management, and customer service with personal and professional growth.
  • Raymond James fosters a people-first culture that honors, values, and respects the uniqueness, experiences, and backgrounds of all associates.

Matching Summary

The Advisor Mastery Program (AMP) offers comprehensive education for future Financial Advisors through distance learning, apprenticeship, and training at the firm’s international headquarters.

Salary

Base: $35,235.20-$70,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment product sales
  • Financial planning advice
  • New client development
  • Production target achievement

Nice-to-have

  • Resilience and persistence
  • Effective communication
  • Continuous learning
  • Community networking

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter