Financial Advisor Trainee — AMP Growth Path

Raymond James; New York (NY); On-site; USD 62,000 - 88,000; Full time

Job summary

The Advisory Mastery Program (AMP) at Raymond James trains and mentors new Advisors to build a client-focused financial practice. Trainees learn to align recommendations with client objectives, time horizon and risk tolerance through comprehensive education and hands-on guidance.

During the program, participants develop client pipelines, evaluate financial needs, and learn to recommend suitable investment products while progressing toward official licenses and production targets after the first

Qualifications

• Bachelor’s degree required or equivalent combination of education and experience.
• Minimum 4 years’ work experience, including sales or business experience demonstrating achievement.
• Licenses: SIE, Series 7 & 66; Life, Health and Variable Annuity license or ability to obtain within 6 months.

Responsibilities

• Become trained and skilled to function as a Financial Advisor.
• Develop client pipeline through prospecting, networking, community involvement, and centers of influence.
• Manage full scope of client relationship and evaluate financial needs and investment opportunities.
• Recommend suitable investment products and services for prospects and clients.
• Leverage internal resources to identify opportunities for clients.
• Develop a book of business aligned with AMP program goals and assets under management.
• Complete required program training and obtain mandatory licenses within set timeframes.
• Perform other duties as assigned.

Skills

Communication skills

Presentation skills

Problem solving

Networking

Education

Bachelor’s degree

Tools

Series 7 & 66 licenses

SIE license

Job description

The Advisory Mastery Program (AMP) at Raymond James trains and mentors new Advisors to build a client-focused financial practice. Trainees learn to align recommendations with client objectives, time horizon and risk tolerance through comprehensive education and hands-on guidance.

During the program, participants develop client pipelines, evaluate financial needs, and learn to recommend suitable investment products while progressing toward official licenses and production targets after the first