Financial Advisor Trainee — AMP Career Path

Raymond James & Associates; Bethesda (MD); Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Raymond James & Associates is seeking candidates for the Advisor Mastery Program (AMP). The Financial Advisor Trainee will learn through distance learning, apprenticeship and training at the firm's international headquarters to become capable of delivering comprehensive financial guidance.

Under the guidance of a Mentor, Branch Manager, and a team of Advisors, you will build an individual practice, balance client development, investment management, service and compliance while pursuing licenses

Formación

• Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years
• Commitment to develop a book of business and achieve production targets
• Licensing requirements to be obtained per AMP program timelines

Responsabilidades

• Become trained to effectively and efficiently perform the Financial Advisor role.
• Meets production targets that impact overall company revenue goals.
• Develops a book of business consistent with AMP program goals for assets under management and required production.
• Provides a high level of client service.
• Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
• Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
• Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
• Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
• Opens, transfers, and closes customer accounts.
• Maintains appropriate account records while monitoring the customer's portfolio.
• Stays abreast of investment products, industry rules and regulations, and financial planning.

Conocimientos

Economic principles

Accounting principles

Financial markets

Sales basics

Compliance

CRM systems

Needs assessment

Task management

Investment products

Communication

Stakeholder comms

Relationship building

Networking

Persistence

Criticism handling

Educación

Bachelor's Degree

Herramientas

CRM software

Financial planning software

Descripción del empleo

Raymond James & Associates is seeking candidates for the Advisor Mastery Program (AMP). The Financial Advisor Trainee will learn through distance learning, apprenticeship and training at the firm's international headquarters to become capable of delivering comprehensive financial guidance.

Under the guidance of a Mentor, Branch Manager, and a team of Advisors, you will build an individual practice, balance client development, investment management, service and compliance while pursuing licenses