AMP Financial Advisor Trainee - Bedford, NH
Core
Trainee Financial Advisor learning to build an individual practice through distance learning, apprenticeship, and rotations in technical and sales skills.
Role type
Financial Advisor Trainee (Apprentice)
Builds
Individual client practices and book of business
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment management, sales prospecting, client relationship management, regulatory compliance, financial data analysis
Preferred skills
Bachelor's degree in Accounting/Business/Finance, 3+ years sales/business experience, resilience, networking
Technologies
Client relationship management systems, spreadsheets, databases
Responsibilities
Develop a book of business meeting production targets, evaluate client financial needs and investment opportunities, recommend suitable investment products, prospect and network for new clients, open and manage customer accounts, obtain mandatory industry licenses (SIE, Series 7/66, Life/Health/Annuity), complete program training and assignments
Seniority
Entry-level Trainee