Financial Advisor Trainee: Build Your Practice

Raymond James Financial, Inc.; Carmel (IN); On-site; USD 38,000 - 60,000; Full time

Job summary

Raymond James Financial, Inc. seeks a Financial Advisor Trainee through the Advisor Mastery Program to build a personal practice. You will work with a Mentor, Branch Manager, and team to balance client development, investment management, service, and compliance while pursuing professional growth.

You will learn to assess client objectives, time horizons, and risk tolerance, and to open, transfer, and service accounts as part of a holistic advisor training path.

Qualifications

• Experience in sales or business environment preferred.
• Ability to identify client needs and translate them into solutions.
• Strong communication and interpersonal skills.
• Willingness to learn investment products and financial planning.

Responsibilities

• Meet production targets and contribute to revenue goals.
• Develop a book of business aligned with AMP program goals.
• Provide high level of client service and manage client relationships.
• Identify investment opportunities and present suitable products and services.
• Obtain and verify client purchase instructions and process transactions.
• Complete program training and licensing within required timelines.

Skills

CRM systems

Client communication

Networking

Sales aptitude

Education

Bachelor's degree

Tools

CRM software

Job description

Raymond James Financial, Inc. seeks a Financial Advisor Trainee through the Advisor Mastery Program to build a personal practice. You will work with a Mentor, Branch Manager, and team to balance client development, investment management, service, and compliance while pursuing professional growth.

You will learn to assess client objectives, time horizons, and risk tolerance, and to open, transfer, and service accounts as part of a holistic advisor training path.