Financial Advisor Trainee — Build Your Practice (AMP)

Raymond James; Newtown (PA); Sur place; USD 55 000 - 85 000; Plein temps

Avantages offerts par ce poste

Benefits package

Licensing support

Training program

Résumé du poste

Raymond James's Advisor Mastery Program (AMP) trains Financial Advisors through distance learning, apprenticeship and hands‑on practice at the firm's headquarters. The program equips new Advisors with essential technical and sales skills to build a lasting client practice.

As a Financial Advisor Trainee, you will learn to balance new client development, investment management and service while pursuing required licenses.

Qualifications

• Bachelor’s degree preferred with minimum three years in sales or business environments.
• Equivalent combination of experience, education, and/or training may be considered.

Responsabilités

• Learn to build and manage a client relationship by evaluating financial needs and investment opportunities.
• Develop a book of business aligned with AMP goals for assets under management and production.
• Provide high level client service and guidance consistent with client objectives.

Connaissances

Sales skills

Financial markets knowledge

Customer service

Communication skills

Networking

Time management

Regulatory compliance

Formation

Bachelor’s degree

Outils

CRM software

Investment platforms

Description du poste

Raymond James's Advisor Mastery Program (AMP) trains Financial Advisors through distance learning, apprenticeship and hands‑on practice at the firm's headquarters. The program equips new Advisors with essential technical and sales skills to build a lasting client practice.

As a Financial Advisor Trainee, you will learn to balance new client development, investment management and service while pursuing required licenses.