AMP Financial Advisor Trainee (Financial Services)

Location: Hunt Valley, Maryland, United States; resident workstyle

Salary: $31,200–$73,500 per year

Company

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

What you will do

• Complete distance learning, apprenticeship, rotations, and training to develop Financial Advisor capabilities.
• Build an individual practice through client development, prospecting, networking, community initiatives, and niche development.
• Evaluate client financial needs, investment opportunities, holdings, capital, objectives, time horizons, and risk profiles.
• Recommend suitable investment products, solutions, and services while providing ongoing client service and portfolio monitoring.
• Open, transfer, and close accounts; verify transaction instructions, enter orders, maintain records, and follow up on transactions.
• Meet production standards, complete program assignments, obtain licenses, and stay current on investment products, regulations, and financial planning.

Requirements

• Bachelor’s degree from a four-year college or university preferred, with at least three years of relevant work experience demonstrating achievement in sales, preferably intangible sales, or business environments.
• An equivalent combination of experience, education, and training may be accepted with Human Resources approval.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis, reporting, and product or service sales.
• Ability to use client relationship management systems and software for financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
• Ability to manage multiple detailed assignments with changing priorities and deadlines in a fast-paced environment.
• Effective oral and written communication, questioning and listening, relationship management, resilience, persistence, and ability to handle rejection and high-stress situations.
• SIE required unless an exemption or grandfathering provision applies.
• 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.

Culture & Benefits

• Full-time resident position with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Culture emphasizes client-first service, integrity, independence, collaboration, accountability, professional growth, and continuous improvement.
• Equal opportunity workplace that values diverse experiences and backgrounds.