Financial Advisor Trainee: AMP Mastery

Raymond James Financial, Inc.; Birmingham (AL); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life Insurance

Disability benefits

Retirement savings plan

Paid time off

Job summary

Raymond James Financial Advisor Trainee program offers distance learning and in-person training at the firm’s international headquarters. Trainees learn to balance new client development, sales activities, investment management, and client service while meeting professional development milestones.

Trainees work with a Mentor and Branch Manager to build an individual practice, aiming for a stand-alone advisory role or team integration.

Qualifications

• Bachelor’s degree with a minimum 3 years of relevant sales or business experience.
• Licenses: SIE required or eligible for exemption within 4 months; Series 7 and Series 66 or eligible within 4 months; Life, Health and Variable Annuity licenses or eligible within 6 months.

Responsibilities

• Meet production targets impacting company revenue.
• Develop a book of business aligned with AMP program goals.
• Provide high level client service and manage full client relationships.
• Identify investment objectives and communicate portfolio changes to clients.
• Prospect and network to build a client pipeline; engage in community initiatives.

Skills

Sales skills

Client service

Communication

Interpersonal skills

Education

Bachelor’s in Accounting

Bachelor’s in Business Administration

Bachelor’s in Finance

Tools

CRM system

Job description

Raymond James Financial Advisor Trainee program offers distance learning and in-person training at the firm’s international headquarters. Trainees learn to balance new client development, sales activities, investment management, and client service while meeting professional development milestones.

Trainees work with a Mentor and Branch Manager to build an individual practice, aiming for a stand-alone advisory role or team integration.