AMP Financial Advisor Trainee (Boca Raton, FL)
Core
Trainee Financial Advisor developing a book of business through client acquisition, sales, and investment management under mentorship.
Role type
Financial Advisor Trainee (IC)
Builds
Individual client practices and firm revenue
Domain
Financial Services / Wealth Management
Required skills
client relationship management, prospecting and networking, investment product recommendation, financial planning, compliance adherence, account management, sales target achievement
Preferred skills
Bachelor's degree in Accounting/Business/Finance, 3+ years sales/business experience, resilience in rejection
Technologies
Client relationship management systems, spreadsheets, databases
Responsibilities
Develop client pipeline via prospecting and networking; recommend investment products based on client risk profiles; manage full scope of client relationships including portfolio monitoring; meet production targets and asset under management goals; obtain mandatory industry licenses (SIE, Series 7/66, Life/Health/Annuity); complete AMP program training and assignments.
Seniority
Entry-level Trainee