Financial Advisor Trainee — Build Your Practice

100 Raymond James & Associates, Inc.; Bethesda (MD); On-site; USD 31,000 - 81,000; Full time

Job summary

The Advisor Mastery Program (AMP) at Raymond James offers distance learning, apprenticeship and training at the firm’s international headquarters to prepare the next generation of Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success.

The Trainee will balance new client development, investment management and service while pursuing licenses, meeting production targets, and building a personal

Qualifications

• Bachelor’s Degree with 3+ years in sales or business environments.
• Licenses: SIE required; Series 7 and 66 or ability to obtain within 4 months; Life/Health/Variable Annuity license or ability to obtain within 6 months.
• Education: Accounting, Business Administration and Finance degrees.

Responsibilities

• Meet production targets and contribute to revenue goals.
• Develop a book of business aligned with AMP program goals.
• Provide high level client service and manage client relationships.
• Open, transfer, and close customer accounts.

Skills

Economic principles

Financial analysis

Sales strategies

CRM software

Communication skills

Networking

Time management

Education

Bachelor’s degree in accounting

Bachelor’s degree in business administration

Bachelor’s degree in finance

Job description

The Advisor Mastery Program (AMP) at Raymond James offers distance learning, apprenticeship and training at the firm’s international headquarters to prepare the next generation of Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success.

The Trainee will balance new client development, investment management and service while pursuing licenses, meeting production targets, and building a personal