AMP Financial Advisor Trainee (Lakeland, FL)

Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.

Responsibilities

Become trained and skilled to efficiently and effectively perform the Financial Advisor role; Meet production targets that impact overall company revenue goals; Develop a book of business consistent with AMP program goals; Provide a high level of client service; Manage the full scope of a client relationship by evaluating financial needs, investment opportunities, current holdings, and available investment capital; Help clients identify investment objectives while preserving client loyalty; Develop client pipeline by prospecting, networking, community initiatives, centers of influence, and developing niches; Recommend investment products, solutions, and services suitable for prospects and clients; Seek expertise of internal resources to identify investment opportunities; Open, transfer, and close customer accounts; Maintain appropriate account records and monitor customer portfolios; Make recommendations consistent with changes in economic and financial conditions and client needs; Obtain and verify customer purchase and sale instructions, enter orders, and follow up on transactions; Complete required program training and obtain mandatory industry licenses; Stay abreast of investment products, industry rules and regulations, and financial planning; Perform other duties as assigned

Requirements

minimum of three (3) years of relevant working experience demonstrating achievement in sales or business environment, or equivalent combination of experience, education, and/or training; SIE required unless exemption/grandfathering applies or ability to obtain within four (4) months; Series 7 and Series 66 or ability to obtain within four (4) months; Life, Health and Variable Annuity or ability to obtain within six (6) months; Knowledge of economic and accounting principles and practices; Knowledge of financial markets, banking, and financial data analysis and reporting; Knowledge of principles and methods for selling products or services; Knowledge of firm’s working structure, policies, mission, strategies, and compliance guidelines; Skill in operating client relationship manager system and required software applications; Skill in identifying customer needs through effective questioning and listening; Ability to organize, manage, and track multiple detailed tasks in a fast-paced environment; Ability to communicate effectively orally and in writing; Ability to establish and maintain effective working relationships; Ability to network in the community and market oneself; Ability to handle rejection and show resilience in prospecting; Ability to accept criticism and deal calmly in high stress situations

Nice to have

Bachelor’s Degree (B.A.) from four-year college or university preferred

Benefits

Additional compensation (cash or equity); Discretionary bonuses or commissions; Medical, dental, and vision insurance; Life insurance; Critical illness insurance and accident insurance; Disability benefits; Retirement savings; Paid time off including vacation, holidays, and sick leave; Parental leave