AMP Financial Advisor Trainee
Core
Train new Financial Advisors through a comprehensive program combining distance learning, apprenticeship, and headquarters training to build individual practices and serve clients with sound financial advice.
Role type
Financial Advisor Trainee (IC)
Builds
Individual client practices and financial portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, prospecting and networking, investment product recommendation, portfolio monitoring, account administration, financial planning, sales target achievement, regulatory compliance
Preferred skills
Bachelor's degree in Accounting, Business Administration, or Finance, 3+ years of sales or business experience, resilience in high-pressure environments
Technologies
Client relationship management systems, spreadsheets, databases
Responsibilities
Develop a book of business consistent with program goals, manage full scope of client relationships, prospect and network to build client pipeline, recommend suitable investment solutions, obtain and verify trade instructions, complete mandatory industry licenses and training, meet production targets
Seniority
Entry-level Trainee