AMP Financial Advisor Trainee

Location: Saint Petersburg, Florida, United States — 880 Carillon Pkwy

Company

hirify.global is a financial services firm providing investment, advisory, and wealth management services.

What you will do

• Complete distance learning, apprenticeship, rotations, and advisor training through the Advisor Mastery Program.
• 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 objectives, time horizons, risk profiles, current holdings, and available capital.
• Recommend suitable investment products, solutions, and services while providing ongoing portfolio monitoring and client service.
• Open, transfer, and close customer accounts; maintain records; process purchase and sale instructions; and follow up on transactions.
• Meet production standards, complete assessments and assignments, and obtain required industry licenses within the prescribed timeframes.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or a related field preferred.
• At least three years of relevant 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, and financial planning.
• Ability to manage multiple detailed tasks, communicate effectively, build client relationships, handle rejection, and perform prospecting and networking activities.
• SIE certification is required or must be obtained within four months of starting the program, unless exempt or grandfathered.
• 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

• Full-time resident workstyle with travel of less than 25%.
• 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.
• People-first culture focused on client-first service, integrity, independence, accountability, collaboration, and continuous improvement.
• Equal opportunity employment based on merit and business needs.