Aspiring Financial Advisor – Trainee & Growth Path

Raymond James & Associates; Newtown (PA); On-site; USD 45,000 - 65,000; Full time

Job summary

Raymond James Financial Advisors is launching the Advisor Mastery Program (AMP) to educate the next generation of advisors. The Financial Advisor Trainee will learn, with a mentor and team, to balance client service, sales activities, and investment management while building a personal practice.

Through distance learning and training at the firm's international headquarters, you will obtain mandatory licenses and develop a professional book of business aligned with AMP goals.

Qualifications

• Bachelor's degree preferred with 3+ years of experience.
• Understanding of financial services, markets, and investment products.
• Ability to develop client relationships and maintain records.

Responsibilities

• Meets production targets impacting revenue goals.
• Develops a book of business aligned with AMP program goals.
• Provides high level client service and guidance.
• Manages full client relationships: needs, investments, and accounts.
• Opens, transfers, and closes customer accounts.
• Keeps informed on investment products and regulatory changes.
• Completes program training and gains mandatory licenses.

Skills

Financial markets

Client relationships

Communication

Investment products

Time management

Networking

Education

Bachelor's degree

Job description

Raymond James Financial Advisors is launching the Advisor Mastery Program (AMP) to educate the next generation of advisors. The Financial Advisor Trainee will learn, with a mentor and team, to balance client service, sales activities, and investment management while building a personal practice.

Through distance learning and training at the firm's international headquarters, you will obtain mandatory licenses and develop a professional book of business aligned with AMP goals.