AMP Financial Advisor- Tallahassee, FL

Financial Advisor

Essential Duties and Responsibilities :

Become trained and skilled to effectively and efficiently function in the Financial Advisor role :

• Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
• Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
• Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
• Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
• Develops a book of business consistent with AMP program goals for assets under management and required production.
• Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
• Performs other duties and responsibilities as assigned.

Knowledge of :

Skill in :

Ability to :

Education / Previous Experience :

Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.

OR ~ An equivalent combination of experience, education, and / or training as approved by Human Resources.

Licenses / Certifications :

SIE required provided that an exemption or grandfathering cannot be applied.

Series 7 & 66 required.

Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.