Financial Advisor Trainee: AMP Mentorship & Growth

100 Raymond James & Associates, Inc.; West Hartford (CT); In loco; USD 36.000 - 77.000; Tempo pieno

Vantaggi offerti da questo lavoro

Benefits package

Descrizione del lavoro

The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance.

AMP offers comprehensive education, training and mentorship of both technical and sales skills.

Competenze

• Knowledge of financial markets, economics and data analysis.
• Understanding of investment products and services.
• Ability to build client relationships and provide tailored advice.
• Strong communication and interpersonal skills.

Mansioni

• Become trained and skilled to effectively and efficiently function in the Financial Advisor role.
• Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
• Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital.
• Recommends investment products, solutions, and services that are suitable for prospects and clients.
• Seeks internal resources to identify investment opportunities for clients.
• Develops a book of business consistent with AMP program goals.
• Completes required program training and licenses within prescribed timeframes.
• Performs other duties as assigned.

Conoscenze

Communication skills

Interpersonal skills

Presentation skills

Problem solving

Networking

Prospecting

Formazione

Bachelor’s degree

FINRA licenses (SIE, Series 7, 66)

Descrizione del lavoro

The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance.

AMP offers comprehensive education, training and mentorship of both technical and sales skills.