Financial Advisor Trainee: AMP Mastery Program

100 Raymond James & Associates, Inc.; Cockeysville (MD); On-site; USD 31,000 - 74,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

100 Raymond James & Associates, Inc. offers the Advisor Mastery Program (AMP) to train the next generation of Financial Advisors.

The program combines distance learning, apprenticeship and in-house training at the firm’s international headquarters to develop technical and sales skills for a successful advisory career. As a Financial Advisor Trainee, you will balance new client development, investment management, client service and compliance, while learning to build a personal practice with

Qualifications

• Bachelor’s Degree and 3+ years in sales or business environments.
• Equivalent mix of experience and training acceptable.
• Licenses/Certifications required within program timelines.

Responsibilities

• Develop a client book and meet production targets.
• Provide high-level client service and manage relationships.
• Evaluate client needs and communicate investment objectives.
• Open, transfer, and close customer accounts.
• Stay current on investment products and regulations.

Skills

Economic principles

Accounting principles

Financial data analysis

Client service

Relationship management

Communication skills

Networking

Sales concepts

Education

Bachelor's Degree

Tools

CRM software

Job description

100 Raymond James & Associates, Inc. offers the Advisor Mastery Program (AMP) to train the next generation of Financial Advisors.

The program combines distance learning, apprenticeship and in-house training at the firm’s international headquarters to develop technical and sales skills for a successful advisory career. As a Financial Advisor Trainee, you will balance new client development, investment management, client service and compliance, while learning to build a personal practice with