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2 дня назад

AMP Financial Advisor (Finance)

35 568 - 85 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
trainee
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
AMP Financial Advisor (Finance): Developing client relationships and investment portfolios through prospecting, financial needs analysis, and recommendations of suitable investment products with an accent on wealth management, sales, and regulatory licensing. Focus on building a book of business, meeting production targets, obtaining FINRA and insurance licenses, and communicating portfolio risks to clients.

Location: Sterling, Illinois, United States; resident workstyle

Salary: $35,568–$85,000 per year

Company

hirify.global is a financial services firm focused on client-first wealth management, integrity, independence, and long-term financial advice.

What you will do

  • Build a client pipeline through prospecting, networking, community involvement, centers of influence, 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.
  • Develop and manage a book of business aligned with program asset and production goals.
  • Deliver clear presentations, provide ongoing client service, and communicate portfolio losses while maintaining client relationships.
  • Complete training, assessments, assignments, and required licensing within the program deadlines.

Requirements

  • Bachelor’s degree in accounting, business administration, or finance preferred; a high school diploma is required.
  • At least four years of work experience, preferably including sales or business experience, or an equivalent combination of education, training, and experience.
  • 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 certification is required, unless exempt or grandfathered, or must be obtained within four months of starting the program.
  • Series 7, Series 66, and Life, Health, and Variable Annuity licenses are required or must be obtained within the stated program timeframes.

Culture & Benefits

  • Training, mentorship, and structured development for a long-term Financial Advisor career.
  • Medical, dental, vision, life, critical illness, accident, disability, and retirement benefits may be available.
  • Paid time off may include vacation, holidays, sick leave, and parental leave.
  • Less than 25% travel is expected.
  • People-first culture emphasizing professional growth, collaboration, accountability, client focus, integrity, and continuous improvement.

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