AMP Financial Advisor: Training & Mentorship Path

Raymond James Financial, Inc.

Carlsbad (CA)

On-site

USD 65,000 - 90,000

Full time

9 days ago

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Job summary

Raymond James Financial, Inc. is launching the Advisory Mastery Program (AMP) to prepare trainees for a career as a Financial Advisor.

The program combines education, training and mentorship to build both technical and sales competencies, positioning new advisors for success after year one as they work toward production targets that impact client goals and firm revenue. AMP emphasizes developing a client pipeline, strong relationship management, and ongoing professional licensing within defined

Qualifications

Bachelor’s degree from a four-year college or university (or equivalent combination of experience/education).
Minimum of four years working experience, including sales or business experience demonstrating achievement.
SIE required; Series 7 & 66 or ability to obtain within 4 months; Life/Health/Variable Annuity or ability to obtain within 6 months.

Responsibilities

Develop client pipeline by prospecting, networking, community involvement and centers of influence.
Manage full scope of client relationships by evaluating financial needs and investment opportunities.
Recommend investment products and services aligned with client needs, risk tolerance and time horizon.
Develop a book of business aligned with AMP program goals and production targets.
Complete required program training and obtain mandatory licenses within prescribed timeframes; meet performance standards.
Perform other duties and responsibilities as assigned.