2 дня назад
AMP Financial Advisor (Finance)
35 568 - 85 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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