Financial Advisor Trainee (Boerne, TX)

About the Role

Through distance learning, apprenticeship, and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice, balancing new client development, sales activities, investment management, customer service, compliance, and personal/professional growth.

Responsibilities

• Become trained and skilled to 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 for assets under management and required production.
• Provide a high level of client service and manage the full scope of client relationships.
• Help clients identify investment objectives and communicate portfolio losses while preserving loyalty.
• Develop a client pipeline through prospecting, networking, community initiatives, and niche development.
• Recommend suitable investment products, solutions, and services based on client needs.
• Open, transfer, and close customer accounts, maintaining accurate records.
• Stay updated on investment products, industry rules, and financial planning.
• Complete required program training, obtain mandatory licenses, and meet performance standards.

Qualifications

• Bachelor’s Degree (B.A.) preferred, with a minimum of three (3) years of relevant working experience in sales or business.
• SIE required (or ability to obtain within four months from program start).
• Series 7 and Series 66 required (or ability to obtain within four months from program start).
• Life, Health, and Variable Annuity licenses required (or ability to obtain within six months from program start).

Skills

• Knowledge of economic and accounting principles, financial markets, and data analysis.
• Understanding of sales principles and methods.
• Proficiency in client relationship management systems and software applications.
• Strong interpersonal and communication skills.
• Ability to organize and manage multiple tasks in a fast-paced environment.
• Resilience and persistence in prospecting and networking.

Benefits

This position is eligible for a benefits package that may include medical, dental, and vision insurance; life insurance; critical illness and accident insurance; disability benefits; retirement savings; paid time off (vacation, holidays, sick leave); and parental leave. Eligibility and specific offerings may vary based on position and employment status. For more details, visit Myrjbenefits.com.