A trainee program designed for future Financial Advisors to learn to build an individual practice while balancing client development, sales, investment management, customer service, and compliance.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
- Become trained and skilled to effectively and efficiently perform the Financial Advisor role
- Meets production targets that impact overall company revenue goals
- Develops a book of business consistent with AMP program goals for assets under management and required production
- Provides a high level of client service
- Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital
- Bachelor’s Degree
- Accounting
- Business Administration
- Finance
- Nice to have: Sales of intangible products