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Advisor Mastery Program, Foundations June
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- The AMP Foundations is a development program designed to create a pipeline for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities.
- Wealth Management Associate participants partner with Financial Advisors in a branch or complex to present financial plans with advisor's clients.
- The goal of the AMP Foundations is to prepare associates in all facets of financial advising with a focus on financial planning, leveraging technology tools, and business development.
- Wealth Management Associate participants will also focus on obtaining designations and licenses to include the Securities Industry Essentials (SIE), Series 7, Series 66, and Wealth Management Specialist?
- At the conclusion of the program, associates will transition either into a branch team or stand alone AMP Advisor role.
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