AMP Financial Advisor Trainee - Bethesda, MD (Financial Services)

Location: Bethesda, Maryland, United States; resident workstyle. Travel is less than 25%.

Salary range: $31,200–$80,500 per year.

Company

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

What you will do

• Complete distance learning, apprenticeship, firm training, program assignments, assessments, and performance requirements.
• Build and develop a client practice through prospecting, networking, community initiatives, referrals, and niche development.
• Evaluate clients’ financial needs, investment objectives, risk profiles, time horizons, holdings, and available capital.
• Recommend suitable investment products, solutions, and services while providing ongoing client service and financial advice.
• Open, transfer, and close accounts; maintain records; monitor portfolios; enter and follow up on transactions.
• Meet production targets, develop assets under management, maintain compliance, and obtain required licenses within prescribed timeframes.

Requirements

• Bachelor’s degree from a four-year college or university, preferably in accounting, business administration, or finance, with at least three years of relevant work experience demonstrating achievement in sales or business environments; an equivalent combination of experience, education, and training may be approved by Human Resources.
• Knowledge of economic and accounting principles, financial markets, banking, financial data analysis and reporting, sales principles, and financial planning.
• Ability to use client relationship management systems and software for financial plans, correspondence, reports, communications, spreadsheets, and databases.
• Ability to identify customer needs through questioning and listening, manage changing priorities and deadlines, communicate effectively, and maintain relationships with clients and colleagues.
• Persistence, resilience when handling rejection, networking and marketing ability, and the ability to remain calm in high-stress situations.
• SIE required unless an exemption or grandfathering provision applies.
• Series 7 and Series 66 licenses, or the ability to obtain them within four months of starting the program.
• Life, Health and Variable Annuity license, or the ability to obtain it within six months of starting the program.

Culture & Benefits

• People-first culture guided by client-first service, integrity, independence, and a conservative long-term view.
• Benefits may include medical, dental, vision, life, critical illness, accident and disability insurance, retirement savings, paid vacation, holidays, sick leave, and parental leave.
• Associates are expected to develop professionally, collaborate, make pragmatic client-focused decisions, deliver accountable results, and continuously improve the firm.
• Equal opportunity employment with respect for associates’ backgrounds, experiences, and individuality.