AMP Financial Advisor - West Hartford, CT
Core
Trainee Financial Advisor in a development program preparing for a career in wealth management and client advisory.
Role type
Junior Financial Advisor (Advisory Mastery Program)
Builds
Client relationships and investment portfolios for high-net-worth individuals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Prospecting and networking, client relationship management, financial needs analysis, investment product recommendation, presentation skills, problem solving
Preferred skills
Bachelor's degree in Accounting, Business Administration, or Finance, 4+ years of sales or business experience
Technologies
N/A
Responsibilities
Develop client pipeline through prospecting and networking, evaluate client financial needs and investment objectives, recommend suitable investment products and solutions, complete required program training and obtain mandatory industry licenses, meet production targets
Seniority
Entry-level / Trainee