Aspiring Financial Advisor — AMP Trainee

Raymond James; United States; On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental & Vision

Life Insurance

Retirement Benefits

Job summary

Raymond James is seeking aspiring Financial Advisors through its AMP program. You will rotate through financial services areas, developing skills under supervision to prepare for a specific role in the organization.

Responsibilities include building a book of business, serving clients, meeting production targets, and obtaining required licenses within four to six months. Strong communication and client relationship skills are essential for success.

Qualifications

• Bachelor's degree with at least 3 years of sales or business experience.
• SIE, Series 7 and Series 66 or ability to obtain within 4– months from start.
• Life, Health and Variable Annuity licenses or ability to obtain within 6 months from start.

Responsibilities

• Develops a book of business aligned with AMP goals.
• Provides high level client service and manages client relationships.
• Opens, transfers, and closes customer accounts; maintains account records.
• Meets production targets contributing to revenue goals.
• Recommends suitable investment products and services.

Skills

CRM systems

Questioning & listening

Client communication

Relationship management

Sales knowledge

Education

Bachelor's Degree

Tools

CRM software

Financial planning software

Job description

Raymond James is seeking aspiring Financial Advisors through its AMP program. You will rotate through financial services areas, developing skills under supervision to prepare for a specific role in the organization.

Responsibilities include building a book of business, serving clients, meeting production targets, and obtaining required licenses within four to six months. Strong communication and client relationship skills are essential for success.