AMP Financial Advisor Trainee (Financial Services)

Location: Bedford, New Hampshire, United States; resident workstyle

Company

hirify.global provides financial services and trains new advisors through its Advisor Mastery Program.

What you will do

• Complete distance learning, apprenticeship activities, rotations, and advisor training.
• Develop an individual financial advisory practice and build a book of business.
• Prospect for clients through networking, community initiatives, centers of influence, and niche development.
• Evaluate client financial needs, investment objectives, risk profiles, holdings, and available capital.
• Recommend suitable investment products and services while providing ongoing portfolio monitoring and client service.
• Open, transfer, and close accounts; maintain records; enter transactions; and follow compliance procedures.

Requirements

• Bachelor’s degree preferred, with 3–6 years of general experience and at least 3 years of relevant sales or business experience, or an equivalent combination of education, training, and experience.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis, and financial planning.
• Strong communication, listening, organization, relationship-building, persistence, and resilience skills.
• Ability to manage multiple detailed assignments, changing priorities, deadlines, customer relationships, and prospecting activities.
• SIE required unless an exemption or grandfathering provision applies.
• Series 7 and Series 66 must be held or obtained within four months of starting the program; Life, Health and Variable Annuity licensing must be held or obtained within six months.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Work is guided by client-first service, integrity, independence, collaboration, accountability, and continuous improvement.
• Travel is expected to be less than 25%.
• People-first culture focused on professional growth, inclusion, and respect for diverse backgrounds and experiences.