Advisor Trainee: Build Your Financial Practice

100 Raymond James & Associates, Inc.; Frisco (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Healthcare benefits

Life insurance

Disability benefits

Paid time off

Job summary

Raymond James, through the Advisor Mastery Program (AMP), trains the next generation of Financial Advisors with distance learning, mentorship, and hands-on client development. The Trainee balances new client development, investment management, service, and compliance to build a personal practice while pursuing essential licenses.

Under a mentor or manager, trainees learn to deliver sound financial advice aligned with clients’ objectives, risk tolerance, and time horizons.

Qualifications

• Bachelor’s degree preferred with 3+ years in sales or business environment.
• Licensing required: SIE, Series 7 and 66, Life/Health/Variable Annuity within specified timeframes.

Responsibilities

• Develops a book of business aligned with AMP program goals for assets under management.
• Provides high levels of client service and builds long-term client relationships.
• Identifies client needs and recommends investment products and services accordingly.
• Maintains client records and processes transactions with accuracy and compliance.

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Tools

CRM software

Job description

Raymond James, through the Advisor Mastery Program (AMP), trains the next generation of Financial Advisors with distance learning, mentorship, and hands-on client development. The Trainee balances new client development, investment management, service, and compliance to build a personal practice while pursuing essential licenses.

Under a mentor or manager, trainees learn to deliver sound financial advice aligned with clients’ objectives, risk tolerance, and time horizons.