AMP Financial Advisor Program – NYC Path to Growth

Raymond James Financial, Inc.; New York, Northern (NY, KY); Hybrid; USD 62,000 - 88,000; Full time

Job summary

Raymond James Financial, Inc. in New York, NY is seeking participants for the Advisory Mastery Program (AMP). It provides training and mentorship to prepare you for a career as a Financial Advisor, combining education, sales skills, and licensing support.

AMP helps you build a client pipeline, evaluate client needs and risk, and recommend suitable investment solutions, with a clear path toward production targets after the first year.

Qualifications

• Bachelor’s degree from a four-year college or university.
• Minimum of four years working experience, including sales or business experience.
• SIE required; Series 7 & 66 required.
• Life, Health and Variable Annuity license or ability to obtain within 6 months.

Responsibilities

• Develop client pipeline by prospecting, networking, and community involvement.
• Manage client relationships by evaluating financial needs and objectives.
• Recommend suitable investment products and services.
• Complete program training and obtain mandatory licenses.

Skills

Prospecting

Relationship building

Presentation skills

Education

Bachelor’s degree

Job description

Raymond James Financial, Inc. in New York, NY is seeking participants for the Advisory Mastery Program (AMP). It provides training and mentorship to prepare you for a career as a Financial Advisor, combining education, sales skills, and licensing support.

AMP helps you build a client pipeline, evaluate client needs and risk, and recommend suitable investment solutions, with a clear path toward production targets after the first year.