AMP Financial Advisor (Carlsbad, CA)
Core
A development program training new Financial Advisors to provide sound financial advice, counsel, and investment solutions to clients based on their objectives and risk tolerance.
Role type
Financial Advisor (Advisory Mastery Program Trainee)
Builds
Client relationships, investment portfolios, and a book of business for Raymond James.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
prospecting and networking, evaluating client financial needs, recommending investment products, preparing professional presentations, problem solving, persistence, stress management, community marketing
Preferred skills
Bachelor's degree in Business Administration or Finance, 4+ years of sales or business experience, existing SIE, Series 7, Series 66, Life/Health/Variable Annuity licenses
Technologies
Financial markets analysis tools, investment platforms
Responsibilities
Develop client pipeline through prospecting and networking, manage full scope of client relationships, recommend suitable investment solutions, complete required program training and obtain mandatory industry licenses, meet production targets
Seniority
Entry-level / Trainee