AMP Financial Advisor
Core
Train and support new Financial Advisors to develop client pipelines, evaluate financial needs, and recommend suitable investment products and solutions.
Role type
Financial Advisor (Advisory Mastery Program Trainee)
Builds
Client relationships and investment portfolios
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
prospecting and networking, financial needs analysis, investment product recommendation, client relationship management, presentation delivery, problem solving
Preferred skills
Bachelor's degree in Accounting, Business Administration, or Finance, 4+ years of sales or business experience
Technologies
None stated
Responsibilities
Develop client pipeline through prospecting and community involvement, evaluate client financial needs and investment opportunities, recommend suitable investment products and services, complete required program training and obtain mandatory industry licenses, meet production targets for assets under management
Seniority
Entry-level, trainee