Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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$36к-77к/год
$56к$72кмедиана$82к
По похожим ролям (15) ~ $72к/год
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Структурированная программа обучения и наставничества в крупной финансовой компании дает понятный путь в финансовые консультанты, но работа сильно завязана на поиске клиентов и планах продаж.
Планы по продажам
Обучение с наставником
Крупная финансовая компания
?Нужны лицензии
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
AMP Financial Advisor (Financial Services): Developing client relationships, investment recommendations, and a book of business through Raymond James’s structured training and mentorship program with an accent on financial planning, prospecting, portfolio analysis, and client service. Focus on completing industry licensing, meeting production standards, communicating portfolio risks, and building long-term wealth management relationships.
Location: West Hartford, Connecticut, United States; resident workstyle with less than 25% travel.
Salary: $35,568.00–$77,000.00 per year.
Company
hirify.global is a financial services firm providing investment advice and wealth management solutions.
What you will do
Complete the Advisory Mastery Program training, assignments, assessments, and required industry licensing.
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 using internal expertise and resources.
Develop and manage a book of business aligned with program asset-under-management and production goals.
Provide clear presentations, communicate portfolio losses, and maintain strong client relationships and service.
Requirements
Bachelor’s degree from a four-year college or university preferred, with completed study in accounting, business administration, or finance listed as relevant education.
Minimum four years of work experience, including preferably intangible sales or business experience demonstrating achievement; the posting also lists general experience of 3–6 years.
Knowledge of economic and accounting principles, financial markets, banking, and financial data analysis and reporting.
Knowledge of basic methods for presenting, promoting, and selling products or services.
Strong communication, interpersonal, presentation, problem-solving, questioning, and listening skills.
Persistence, optimism in the face of rejection, and the ability to handle criticism and high-stress situations calmly.
Ability to network in the community, market personally and on behalf of hirify.global, and prioritize clients’ wealth management interests.
SIE is required unless an exemption or grandfathering provision applies; Series 7 and Series 66 are required.
Life, Health and Variable Annuity licensing is required or must be obtained within six months of starting the program.
Culture & Benefits
Structured education, technical and sales training, mentorship, and long-term development toward a Financial Advisor role.
Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid vacation, holidays, sick leave, and parental leave.
Guiding behaviors emphasize developing, collaborating, deciding, delivering, and improving, with a client-first and integrity-focused approach.
People-first culture values diverse backgrounds and authentic contributions; equal opportunity employment is provided.
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