AMP Financial Advisor Trainee - Newtown, PA
Core
Trainee Financial Advisor learning to build an individual practice through distance learning, apprenticeship, and rotations in technical and sales skills.
Role type
Financial Advisor Trainee (Apprentice)
Builds
Individual client practices and book of business
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales, client relationship management, investment product knowledge, prospecting, compliance, order execution
Preferred skills
Bachelor's degree in Accounting/Business/Finance, 3+ years sales/business experience, resilience, networking
Technologies
Client relationship management systems, spreadsheets, databases
Responsibilities
Develop client pipeline through prospecting and networking, recommend investment products suitable for client needs, manage full scope of client relationships, meet production targets, obtain mandatory industry licenses, complete program training and assignments
Seniority
Entry-level Trainee