AMP Financial Advisor Trainee (Tampa, FL)

Location: FL - Tampa - 100 N Tampa St Ste 2400, United States; resident workstyle

Company

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

What you will do

• Complete distance learning, apprenticeship, rotations, and training through the Advisor Mastery Program.
• Develop a book of business through prospecting, networking, community initiatives, centers of influence, and niche development.
• Manage client relationships by evaluating financial needs, investment opportunities, holdings, capital, objectives, time horizons, and risk profiles.
• Recommend suitable investment products, solutions, and services; open, transfer, and close accounts; enter and monitor transactions.
• Provide client service, maintain account records, monitor portfolios, and apply relevant economic and financial information.
• Meet production and performance standards while obtaining required industry licenses and completing program assignments.

Requirements

• Bachelor’s degree from a four-year college or university preferred, with at least three years of relevant experience demonstrating achievement in sales, preferably intangible sales, or a business environment; an approved equivalent combination of education, experience, and training may be accepted.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis and reporting, sales methods, firm policies, and compliance guidelines.
• Experience or ability to use client relationship management systems and software for financial plans, correspondence, reports, electronic communications, spreadsheets, and databases.
• Strong questioning, listening, interpersonal, oral, and written communication skills.
• Ability to manage multiple detailed assignments and changing priorities, learn continuously, build effective relationships, handle rejection, network, market, and remain effective in high-stress situations.
• SIE required unless an exemption or grandfathering applies, or must be obtained within four months of starting the program.
• Series 7 and Series 66 required, or must be obtained within four months of starting the program.
• Life, Health and Variable Annuity license required, or must be obtained within six months of starting the program.

Nice to have

• Completed bachelor’s degree in accounting, business administration, or finance.
• Prior general experience of 7 to 12 months.

Culture & Benefits

• Full-time employment with a people-first culture emphasizing professional growth, collaboration, accountability, client focus, and continuous improvement.
• Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid vacation, holidays, sick leave, and parental leave.
• Travel is less than 25%.
• Equal opportunity employment based on merit and business needs.