AMP Financial Advisor Trainee
Core
Trainee Financial Advisor completing rotations in financial services to build an individual practice and develop sales and technical skills.
Role type
Financial Advisor Trainee (Apprentice)
Builds
Individual client practices and book of business
Domain
Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
client relationship management, prospecting and networking, investment product recommendation, financial planning, account management, regulatory compliance
Preferred skills
sales experience, business acumen, resilience in prospecting
Technologies
client relationship manager systems, spreadsheets, databases
Responsibilities
meet production targets, develop client pipeline through prospecting, evaluate client financial needs and investment opportunities, open and manage customer accounts, obtain mandatory industry licenses, complete program training and assignments
Seniority
Entry-level Trainee