Aspiring Financial Advisor | Trainee Program

Raymond James Financial, Inc.; Melbourne (FL); Hybrid; USD 70,000 - 130,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James Financial, Inc. in the United States invites experienced professionals to join as Financial Advisors. You will develop a client book, prospect in communities, and deliver comprehensive financial planning and investment guidance with a focus on service quality.

You will manage client relationships, execute trades, and expand your practice while meeting production targets and maintaining regulatory compliance.

Qualifications

• Bachelor’s degree required with sales experience or equivalent
• Ability to establish client relationships and gather financial goals
• Familiarity with regulatory/licensing requirements in financial services

Responsibilities

• Meet production targets and build a book of business aligned with AMP program goals
• Provide high level client service and evaluate clients’ financial needs
• Recommend suitable investment products and services based on client profiles
• Manage client relationships, open/transfer/close accounts, and process instructions
• Stay compliant with market rules and complete mandatory program training

Skills

Prospecting

Networking

Client relationship management

Investment recommendations

Sales experience

Communication skills

Education

Bachelor’s Degree

Tools

CRM system

Job description

Raymond James Financial, Inc. in the United States invites experienced professionals to join as Financial Advisors. You will develop a client book, prospect in communities, and deliver comprehensive financial planning and investment guidance with a focus on service quality.

You will manage client relationships, execute trades, and expand your practice while meeting production targets and maintaining regulatory compliance.