AMP Financial Advisor - New York, NY

Location: New York, New York, United States; resident workstyle

Salary: $62,353.20–$87,500.00 per year

Company

hirify.global provides financial advisory and wealth management services focused on client objectives, long-term planning, integrity, and independence.

What you will do

• Complete the Advisory Mastery Program training, assignments, assessments, and required licensing.
• Build a client pipeline through prospecting, networking, community involvement, and niche development.
• Evaluate clients’ financial needs, investment opportunities, holdings, capital, objectives, time horizons, and risk profiles.
• Recommend suitable investment products, solutions, and services using internal expertise.
• Develop and manage a book of business aligned with program asset and production goals.
• Communicate portfolio losses and financial recommendations while maintaining strong client relationships.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or an equivalent combination of education, training, and experience preferred.
• Three to six years of general experience, including sales or business experience demonstrating achievement preferred.
• Knowledge of economic and accounting principles, financial markets, banking, and financial data analysis.
• Strong communication, presentation, interpersonal, problem-solving, networking, and client-service skills.
• SIE required unless an exemption or grandfathering provision applies; Series 7 and Series 66 required.
• Life, Health and Variable Annuity license required or must be obtained within six months of starting the program.

Culture & Benefits

• People-first environment centered on client focus, integrity, independence, and a conservative long-term perspective.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• 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%.