Financial Advisor, AMP: Build Your Book & License

Raymond James Financial, Inc.; Gaylord (MI); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Raymond James Financial, Inc. seeks energetic individuals to join the Advisory Mastery Program (AMP), a structured development track for aspiring Financial Advisors.

Trainees receive education, mentorship, and hands-on training in technical and sales skills to align with client objectives and risk tolerance. After completing the first year, AMP Advisors aim to meet production targets that contribute to company revenue while helping clients achieve their financial goals.

Qualifikationen

• Bachelor’s degree (B.A) from four-year College or university preferred, plus a minimum of four years working experience in sales or business.
• Willingness to obtain required licenses (SIE, Series 7 & 66, Life/Health/Variable Annuity) within specified timeframes.

Aufgaben

• Develop client pipeline through prospecting, networking and community involvement.
• Manage full scope of client relationships by assessing financial needs and objectives.
• Recommend suitable investment products and services based on client goals and risk tolerance.
• Leverage internal resources to identify opportunities for clients.
• Develop a book of business aligned with AMP program goals and production targets.
• Complete required program training and obtain licenses within set timeframes.

Kenntnisse

Client relationship

Communication

Networking

Problem solving

Ausbildung

Bachelor’s degree (B.A)

Jobbeschreibung

Raymond James Financial, Inc. seeks energetic individuals to join the Advisory Mastery Program (AMP), a structured development track for aspiring Financial Advisors.

Trainees receive education, mentorship, and hands-on training in technical and sales skills to align with client objectives and risk tolerance. After completing the first year, AMP Advisors aim to meet production targets that contribute to company revenue while helping clients achieve their financial goals.