AMP Financial Advisor: Grow Your Client Book

Raymond James & Associates; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Benefits package including medical, d,

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James & Associates is offering the Advisory Mastery Program (AMP), a structured development path to become a Financial Advisor. Trainees receive comprehensive education, training, and mentorship across technical and sales skills to build a client-focused practice.

After completing the first year, AMP Advisors work toward production targets that contribute to client goals and firm revenue, while gaining a long-term career path within the organization.

Qualifications

• 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.

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.

Skills

Communication skills

Interpersonal skills

Problem solving

Presentation skills

Education

Accounting degree

Business Administration degree

Finance degree

Job description

Raymond James & Associates is offering the Advisory Mastery Program (AMP), a structured development path to become a Financial Advisor. Trainees receive comprehensive education, training, and mentorship across technical and sales skills to build a client-focused practice.

After completing the first year, AMP Advisors work toward production targets that contribute to client goals and firm revenue, while gaining a long-term career path within the organization.