Aspiring Financial Advisor Trainee: Grow Your Practice

100 Raymond James & Associates, Inc.

Raleigh (NC)

On-site

USD 40,000 - 70,000

Full time

3 days ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Raymond James is offering the Advisor Mastery Program (AMP), a distance-learning and apprenticeship track for the next generation of Financial Advisors. The program blends training in technical and sales skills to prepare trainees for success, with mentorship from a Branch Manager and senior Advisors as they build an individual practice.

As a Financial Advisor Trainee, you will balance new client development, investment management, and client service while earning mandatory licenses within

Qualifications

Bachelor’s Degree preferred with a minimum of three years in sales or business environment.
Licenses required: SIE; Series 7 and Series 66 or ability to obtain within four months from program start.
Strong client service, prospecting, networking and financial knowledge are essential.

Responsibilities

Develops a book of business aligned with AMP program goals for assets under management and required production.
Meets production targets that impact overall company revenue goals.
Provides a high level of client service and manages the full scope of client relationships.
Identifies client objectives and recommends investment products and services accordingly.
Opens, transfers, and closes customer accounts and maintains accurate records.

Skills

Sales

Communication

Networking

Client service

Time management

Education

Bachelor's degree

Tools

CRM software

Job description

As a Financial Advisor Trainee, you will balance new client development, investment management, and client service while earning mandatory licenses within

Get your free, confidential resume review.

or drag and drop your file here.