AMP- Financial Advisor Trainee

Location: Muskegon, Michigan, United States

Company

hirify.global is a financial services firm providing investment products, financial planning, and advisory services.

What you will do

• Complete the Advisor Mastery Program through distance learning, apprenticeship, and firm training.
• Develop an individual financial advisory practice and build a book of business through prospecting, networking, community initiatives, and niche development.
• Evaluate client financial needs, investment opportunities, current holdings, available capital, objectives, time horizons, and risk profiles.
• Recommend suitable investment products, solutions, and services while managing client portfolios and relationships.
• Open, transfer, and close customer accounts; maintain records, process transaction instructions, and monitor portfolio activity.
• Complete required training and assignments, obtain mandatory licenses, and meet performance and production standards.

Requirements

• Bachelor’s degree preferred, or an equivalent combination of education, experience, and training.
• At least three years of relevant work experience demonstrating achievement in sales or a business environment, or an approved equivalent combination.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis, and reporting.
• Strong communication, organization, relationship-building, persistence, and customer-listening skills.
• SIE required unless an exemption or grandfathering applies, or the ability to obtain it within four months of starting the program.
• Series 7 and Series 66, plus Life, Health, and Variable Annuity licenses, or the ability to obtain them within the stated program timelines.

Culture & Benefits

• Full-time resident workstyle with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Culture centered on client-first service, integrity, independence, accountability, collaboration, and continuous improvement.
• Equal opportunity environment that values diverse backgrounds and experiences.