Aspiring Financial Advisor — AMP Trainee

Raymond James; The Woodlands (TX); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits package

Retirement savings plan

Paid time off

Descripción de la vacante

Raymond James in The Woodlands, TX, offers the Advisor Mastery Program, a comprehensive education for the next generation of Financial Advisors. The Financial Advisor Trainee will learn to balance new client development, investment management, and client service with compliance and professional growth.

Under mentorship, this role prepares you to build an individual practice and contribute to team success. You will gain hands-on experience through rotations, training, and required licenses, with

Formación

• Bachelor’s degree from a four-year college or university.
• Minimum 3 years of relevant experience in sales or business environment.
• Licenses: SIE, Series 7 and 66, Life/Health/Variable Annuity or ability to obtain within specified timeframes.

Responsabilidades

• Becomes trained to effectively perform the Financial Advisor role.
• Meets production targets that impact company revenue goals.
• Develops a book of business consistent with AMP program goals for assets under management.
• Provides a high level of client service and maintains client relationships.
• Opens, transfers, and closes customer accounts; maintains records and compliance.

Conocimientos

Client relationship management

Communication skills

Sales ability

Financial analysis

Educación

Bachelor’s Degree (B.A.)

Minimum 3 years relevant experience in sales or business environment

Herramientas

CRM software

Financial planning tools

Descripción del empleo

Raymond James in The Woodlands, TX, offers the Advisor Mastery Program, a comprehensive education for the next generation of Financial Advisors. The Financial Advisor Trainee will learn to balance new client development, investment management, and client service with compliance and professional growth.

Under mentorship, this role prepares you to build an individual practice and contribute to team success. You will gain hands-on experience through rotations, training, and required licenses, with