Aspiring Financial Advisor – AMP Program

raymondjames; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Raymond James is launching an Advisor Mastery Program (AMP) to educate the next generation of Financial Advisors. The Financial Advisor Trainee will learn to build an individual practice through distance learning, apprenticeship and hands-on client work under mentorship, while balancing client service, sales activities and compliance.

Through training with mentors and branch managers, trainees will develop technical and sales skills, work toward required licenses, and position themselves for

Qualifications

• Bachelor's degree preferred with at least 3 years of relevant experience.

Responsibilities

• Meet production targets to support revenue goals.
• Develop a book of business aligned with AMP program goals.
• Provide a high level of client service.
• Manage the full scope of a client relationship by evaluating financial needs and investment opportunities.
• Open, transfer, and close client accounts.
• Stay abreast of investment products and market conditions.

Skills

Client relationships

Financial planning

Sales skills

Communication

Education

Bachelor's degree

Tools

CRM software

Job description

Raymond James is launching an Advisor Mastery Program (AMP) to educate the next generation of Financial Advisors. The Financial Advisor Trainee will learn to build an individual practice through distance learning, apprenticeship and hands-on client work under mentorship, while balancing client service, sales activities and compliance.

Through training with mentors and branch managers, trainees will develop technical and sales skills, work toward required licenses, and position themselves for