AMP - Financial Advisor Trainee (Finance)

Location: Saint Louis, Missouri, United States; resident workstyle

Company

hirify.global provides financial advisory and investment services through a client-first, integrity-focused organization.

What you will do

• Complete distance learning, apprenticeship, and firm-based training through the Advisor Mastery Program.
• Develop a book of business through prospecting, networking, community initiatives, centers of influence, and niche development.
• Evaluate client financial needs, investment opportunities, holdings, capital, time horizons, and risk profiles.
• Recommend suitable investment products, solutions, and services while monitoring portfolios and maintaining account records.
• Open, transfer, and close customer accounts; process purchase and sale instructions and follow up on transactions.
• Meet production standards, complete program assignments, and obtain required industry licenses within the prescribed timeframes.

Requirements

• Bachelor’s degree preferred, with at least three years of relevant work experience demonstrating achievement in sales or a business environment, or an equivalent combination of education, experience, and training.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis, sales principles, and compliance guidelines.
• Ability to use customer relationship management systems and software for financial plans, reports, correspondence, spreadsheets, and databases.
• Strong communication, listening, organization, relationship-building, networking, persistence, and resilience skills.
• SIE required unless an exemption or grandfathering provision applies, or must be obtained within four months of program start.
• Series 7 and Series 66 must be held or obtained within four months; Life, Health and Variable Annuity licensing must be held or obtained within six months.

Culture & Benefits

• Guiding behaviors include Develop, Collaborate, Decide, Deliver, and Improve.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Travel is expected to be less than 25%.
• People-first culture focused on client service, integrity, independence, accountability, and continuous improvement.