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7 дней назад

AMP- Financial Advisor

Формат работы
onsite
Тип работы
fulltime
Грейд
trainee
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
AMP- Financial Advisor (wealth management and investment advisory): Developing client relationships and a book of business through financial planning, investment recommendations, prospecting, and community networking with an accent on client needs, risk profiles, and long-term wealth management. Focus on completing industry licensing, building a qualified client pipeline, meeting production targets, and communicating portfolio performance during high-stress situations.

Location: Saint Louis, Missouri, United States; resident workstyle; less than 25% travel

Company

hirify.global is a financial services firm focused on client-first wealth management, integrity, independence, and long-term financial guidance.

What you will do

  • Complete the Advisory Mastery Program training, assignments, assessments, and mentorship in technical and sales skills.
  • Build a client pipeline through prospecting, networking, community involvement, centers of influence, and niche development.
  • Evaluate clients’ financial needs, investment opportunities, holdings, available capital, objectives, time horizons, and risk profiles.
  • Recommend suitable investment products, solutions, and services while using internal resources to identify opportunities.
  • Develop a book of business aligned with program goals for assets under management and production.
  • Provide client service, explain portfolio losses, and maintain client relationships during challenging situations.

Requirements

  • Bachelor’s degree in accounting, business administration, or finance preferred; a high school diploma is required.
  • At least four years of work experience, including sales or business experience demonstrating achievement, preferred; equivalent education, training, or experience may be accepted.
  • Knowledge of economic and accounting principles, financial markets, banking, and financial data analysis and reporting.
  • Strong presentation, communication, interpersonal, problem-solving, questioning, listening, networking, and sales skills.
  • SIE, Series 7, and Series 66 licenses are required or must be obtained within four months of starting the program; Life, Health, and Variable Annuity licensing must be obtained within six months.

Culture & Benefits

  • Benefits may include medical, dental, vision, life, critical illness, accident, disability, and retirement savings plans.
  • Paid time off may include vacation, holidays, sick leave, and parental leave.
  • Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
  • Work emphasizes client-first service, accountability, professional growth, and continuous improvement.

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