AMP Financial Advisor Trainee (Wealth Management)

Location: Beverly Hills, California, United States; resident workstyle

Salary: $70,304–$75,000 per year

Company

hirify.global is a financial services firm providing investment advice and wealth management solutions.

What you will do

• 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 to prospects and clients.
• Develop and manage a book of business aligned with program asset and production goals.
• Use internal resources to identify investment opportunities and complete AMP training, assignments, assessments, and performance requirements.
• Communicate portfolio losses effectively while maintaining client loyalty and a high level of service.

Requirements

• Bachelor’s degree from a four-year college or university preferred, or an equivalent combination of education, experience, and training.
• At least four years of work experience, preferably including intangible sales or business experience demonstrating achievement.
• Knowledge of economic and accounting principles, financial markets, banking, and financial data analysis and reporting.
• Strong presentation, communication, interpersonal, problem-solving, questioning, listening, networking, and self-marketing skills.
• SIE certification is required or must be obtained within four months of starting the program.
• Series 7 and Series 66 must be held or obtained within four months; Life, Health, and Variable Annuity licensing must be obtained within six months.

Culture & Benefits

• Comprehensive education, technical and sales training, mentorship, and long-term development support.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Work is guided by the values of client-first service, integrity, independence, and a conservative long-term perspective.
• Travel is expected to be less than 25%.