Aspiring Financial Advisor – AMP Trainee

Raymond James; Raleigh (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Benefits package

Parental leave

Life insurance

Job summary

Raymond James Financial Advisors program offers a comprehensive education through distance learning, apprenticeship and training at the firm’s international headquarters. The Advisor Mastery Program prepares the next generation of advisors to balance new client development, investment management and client service while meeting licensure and compliance obligations.

As a Trainee, you will learn to build an individual practice, work with mentors and team members, and progress toward becoming a

Qualifications

• Bachelor’s degrees in accounting, business administration, or finance.
• General Experience: 13 months to 3 years.
• FINRA licenses: S63, S66, S7, SIE.

Responsibilities

• Learn to build an individual practice under supervision.
• Balance new client development, sales activities, investment management, customer service and compliance.
• Meet production targets aligned with AMP program goals.
• Develop client pipeline through networking and referrals.

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Tools

CRM system

Job description

Raymond James Financial Advisors program offers a comprehensive education through distance learning, apprenticeship and training at the firm’s international headquarters. The Advisor Mastery Program prepares the next generation of advisors to balance new client development, investment management and client service while meeting licensure and compliance obligations.

As a Trainee, you will learn to build an individual practice, work with mentors and team members, and progress toward becoming a