Aspiring Financial Advisor — Start Your Advisory Career

Raymond James; Melbourne (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Benefits package including medical, d"

Employee development programs

Job summary

Raymond James seeks a driven professional to complete rotations across financial services and develop skills to advance into a specific role within the organization. You will train to perform as a Financial Advisor, meeting team goals and building strong client relationships through effective needs assessments and portfolio discussions.

The role emphasizes producing for revenue goals, growing a book of business, and obtaining required licenses within program timelines, with a comprehensive

Qualifications

• Bachelor’s Degree from a four-year college with several years of relevant sales or business experience.
• SIE required; Series 7 and 66 or ability to obtain within four months.
• Life, Health and Variable Annuity licenses or ability to obtain within six months.

Responsibilities

• Become trained to perform the Financial Advisor role and meet program goals.
• Develop a book of business aligned with AMP program objectives.
• Provide high-level client service and manage full client relationships.
• Identify investment objectives and communicate portfolio considerations to clients.
• Prospect and network to grow client pipeline and market Raymond James services.
• Open, transfer, and close client accounts and maintain accurate records.

Skills

Client relationship manager system

Questioning and listening

Education

Bachelor’s Degree (B.A.)

SIE license

Series 7 & 66 licenses

Life/Health/Variable Annuity licenses

Job description

Raymond James seeks a driven professional to complete rotations across financial services and develop skills to advance into a specific role within the organization. You will train to perform as a Financial Advisor, meeting team goals and building strong client relationships through effective needs assessments and portfolio discussions.

The role emphasizes producing for revenue goals, growing a book of business, and obtaining required licenses within program timelines, with a comprehensive