AMP Financial Advisor (Carlsbad, CA)

Location: Carlsbad, California, United States; resident workstyle. Travel is less than 25%.

Salary: $70,304.00–$75,000.00 per year.

Company

hirify.global provides financial advisory and wealth management services focused on client objectives, risk tolerance, integrity, independence, and long-term relationships.

What you will do

• Complete the Advisory Mastery Program through training, rotations, assignments, assessments, and mentorship in technical and sales skills.
• Develop 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, risk profiles, and preferences.
• Recommend suitable investment products, solutions, and services while using internal expertise to identify opportunities.
• Build and manage a book of business aligned with AMP asset-under-management and production goals.
• Deliver professional client service, communicate portfolio losses effectively, and maintain client relationships during high-stress situations.

Requirements

• Bachelor’s degree preferred; completed education in business administration or finance is listed.
• Three to six years of general experience; four years of work experience, including sales or business experience demonstrating achievement, is preferred.
• 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, listening, networking, and self-marketing skills.
• Ability to persist through obstacles and rejection, accept criticism, and remain calm and effective in high-stress situations.
• SIE required unless an exemption or grandfathering applies, or must be obtained within four months of program start.
• Series 7 and Series 66 required, or must be obtained within four months of program start.
• Life, Health and Variable Annuity license required, or must be obtained within six months of program start.

Culture & Benefits

• Full-time employment with potential medical, dental, vision, life, critical illness, accident, disability, retirement, paid time off, holiday, sick leave, and parental leave benefits.
• Benefits and specific offerings vary by position and employment status.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving, with a client-first and accountable working approach.
• People-first culture values uniqueness, experience, background, inclusion, and equal employment opportunity.