Financial Advisor Trainee

About the role

The Advisor Mastery Program (AMP) at Raymond James Financial is designed to educate the next generation of advisors through distance learning, apprenticeship, and training. The program focuses on building a comprehensive skill set for financial advisors, including technical and sales skills.

Responsibilities

• Become trained and skilled to effectively and efficiently perform the Financial Advisor role.
• Maintain a book of business consistent with AMP program goals for assets under management and required production.
• Provide high-level client service and manage the full scope of a client relationship.
• Identify and communicate investment opportunities and solutions to clients based on their needs and objectives.
• Manage customer accounts, monitor portfolios, and make recommendations based on economic and financial conditions.
• Stay updated on investment products, industry rules, and financial planning.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree from a four-year college or university preferred with at least 3 years of relevant working experience.
• SIE required within four months of starting the program.
• Series 7 and Series 66 or the ability to obtain them within four months of starting the program.
• Life, health, and variable annuity or the ability to obtain them within six months of starting the program.

Qualifications

• Knowledge of economic and accounting principles and practices.
• Financial markets, banking, and financial data analysis and reporting.
• Basic principles and methods for showing, promoting, and selling products or services.
• Firm’s working structure, policies, mission, strategies, and compliance guidelines.
• Operating client relationship manager system and other required software applications.
• Effective questioning and listening techniques to identify customer needs.
• Organizing, managing, and tracking multiple tasks with frequent changes in priorities and deadlines.
• Continuous learning of investment products, industry rules, and financial planning.
• Appropriate interpersonal styles and effective communication skills.
• Keeping all parties informed and articulating decision-making processes.
• Networking in the community and effectively marketing Raymond James.
• Demonstrating persistence and resilience in the face of challenges.

Skills

• Operating client relationship manager system and other required software applications.
• Effective questioning and listening techniques.
• Organizing and managing multiple tasks with frequent changes in priorities and deadlines.
• Continuous learning of investment products, industry rules, and financial planning.
• Appropriate interpersonal styles and effective communication skills.
• Keeping all parties informed and articulating decision-making processes.
• Networking in the community and effectively marketing Raymond James.
• Demonstrating persistence and resilience in the face of challenges.

Benefits

• Medical, dental, and vision insurance.
• Life, critical illness, accident, and disability insurance.
• Retirement savings plan.
• Paid time off (vacation, holidays, and sick leave).
• Parental leave.

Pay

$22,880.00 - $0.00

Schedule

Less than 25% travel