AMP Financial Advisor Trainee - Bedford, NH

Raymond James Financial, Inc.; Bedford (NH); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Critical illness

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James Financial, Inc. in Bedford, NH seeks an AMP Financial Advisor Trainee to participate in the Advisor Mastery Program. The role blends distance learning, hands-on client development, and supervision to prepare for independent advisory work.

You will build a client book, meet production targets, and develop skills across investment management, service, and compliance while pursuing mandatory licenses within defined timelines.

Qualifications

• Bachelor’s degree required or equivalent experience with sales background.
• Experience in financial services or brokerage environments preferred.
• Licenses such as SIE/Series 7/66 or ability to obtain within stated timelines.

Responsibilities

• Learn to build an individual practice with guidance from mentors and advisors.
• Develop a book of business and client pipeline through prospecting and networking.
• Provide clients with sound financial advice aligned to objectives and risk tolerance.
• Assist in investment product selection and client service activities.
• Maintain client relationships and accurate records across accounts.

Skills

Sales skills

Financial markets

Customer service

Communication skills

Networking

Problem solving

Regulatory compliance knowledge

Education

Bachelor’s degree

Tools

CRM software

Microsoft Office

Job description

## AMP Financial Advisor Trainee - Bedford, NHApply: NH - Bedford - 264 S River Rd Fl 1: Full time: Posted Today: R-0013104**Job Description Summary**Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.**Job Description****Job Summary:**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. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client’s objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.**Responsibilities:**Become trained and skilled to effectively and efficiently perform the Financial Advisor role: • If hired as a team candidate, the team will provide the specific goals and expectations. • Meets production targets that impact overall company revenue goals. • Develops a book of business consistent with AMP program goals for assets under management and required production. • Provides a high level of client service. • Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital. • Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. • Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. • 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. • Opens, transfers, and closes customer accounts. • Maintains appropriate account records while monitoring the customer's portfolio. • Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. • Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. • Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. • Stays abreast of investment products, industry rules and regulations, and financial planning. • Performs other duties and responsibilities as assigned.**Skills:** • 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 to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. • Identifying the needs of customers through effective questioning and listening techniques.• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. • Continuously learn investment products, industry rules and regulations, and financial planning. • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. • Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. • Establish and maintain effective working relationships with clients and colleagues. • Persevere, handle rejection and show resilience during the prospecting and networking process. • Network in the community and effectively market him or herself and Raymond James. • Demonstrate persistence in the face of obstacles. • Accept criticism and deal calmly and effectively in high stress situations.**Educational/Previous Experience Requirements:**• Bachelor’s Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments. ~or~ • An equivalent combination of experience, education, and/or training as approved by Human Resources.**Licenses/Certifications:**• SIE required provided that an exemption or grandfathering cannot be applied. • Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. • Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance**Work Experience**General Experience - 3 to 6 years**Certifications****Travel**Less than 25%**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.