Financial Advisor Trainee — AMP Path to Client Impact

100 Raymond James & Associates, Inc.; Newtown Township (Delaware County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Job summary

100 Raymond James & Associates, Inc. offers the Advisor Mastery Program (AMP) to train the next generation of Financial Advisors. Trainees learn via distance learning, hands-on practice, and mentorship, balancing client development, investment management, service and compliance.

Trainees work with mentors and a team to build a practice, pursuing licenses and meeting production targets while enriching client relationships and professional growth.

Qualifications

• Bachelor's degree in a related field preferred.
• 3+ years of experience in sales or financial services.
• Ability to obtain SIE, Series 7 and 66 licenses within four to six months.

Responsibilities

• Meets production targets that impact revenue goals.
• Develops a book of business aligned with AMP program goals.
• Provides high level client service and builds lasting relationships.
• Evaluates client financial needs and opportunities to tailor recommendations.
• Opens, transfers and closes client accounts; maintains records.

Skills

Client relationship management

Sales & prospecting

Financial analysis

Communication

Team collaboration

Education

Bachelor’s Degree

Tools

CRM software

Financial planning software

Job description

100 Raymond James & Associates, Inc. offers the Advisor Mastery Program (AMP) to train the next generation of Financial Advisors. Trainees learn via distance learning, hands-on practice, and mentorship, balancing client development, investment management, service and compliance.

Trainees work with mentors and a team to build a practice, pursuing licenses and meeting production targets while enriching client relationships and professional growth.