Aspiring Financial Advisor in AMP Training

Raymond James Financial, Inc.; Modesto (CA); Hybrid; USD 35,000 - 75,000; Full time

Benefits offered by this job

Medical, dental and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James Financial, Inc. offers the Advisor Mastery Program (AMP), a comprehensive education for the next generation of Financial Advisors.

Through distance learning, apprenticeship and training at the firm’s international headquarters, the program develops both technical and sales skills to position new Advisors for success. Under the guidance of a Mentor, Branch Manager, and other Advisors, the Financial Advisor Trainee will learn to build an individual practice, balance new client

Qualifications

• Bachelor’s Degree preferred with a minimum of three (3) years of relevant working experience in sales or business environment.
• SIE required; Series 7 and Series 66 or ability to obtain within four (4) months; Life, Health and Variable Annuity licenses or ability to obtain within six (6) months.

Responsibilities

• Develops a book of business consistent with AMP program goals for assets under management and production.
• Provides high level of client service and maintains client relationships.
• Opens, transfers, and closes customer accounts and conducts investment needs assessments.

Skills

Client development

Sales

Networking

Financial planning

Communication

Education

Bachelor’s Degree

Tools

CRM software

Job description

Raymond James Financial, Inc. offers the Advisor Mastery Program (AMP), a comprehensive education for the next generation of Financial Advisors.

Through distance learning, apprenticeship and training at the firm’s international headquarters, the program develops both technical and sales skills to position new Advisors for success. Under the guidance of a Mentor, Branch Manager, and other Advisors, the Financial Advisor Trainee will learn to build an individual practice, balance new client