Financial Advisor Trainee: Build Your Practice & Expertise

Raymond James, Inc.; Nashville (TN); In loco; USD 48.000 - 64.000; Tempo pieno

Vantaggi offerti da questo lavoro

Benefits package

Parental leave

Descrizione del lavoro

Raymond James, Inc. Nashville hosts the Financial Advisor Trainee program designed to build foundations in client development, investment guidance and compliance. Trainees work with mentors and advisors to learn, prospect clients, and balance service with learning.

Through classroom and on‑the‑job training, candidates develop sales skills, investment planning, and client service capabilities to progress toward independent practice within the firm.

Competenze

• Bachelor's Degree preferred, with relevant sales or business experience.
• Proven track record in developing a client base and meeting production targets.
• Strong communication and networking skills across a broad client base.

Mansioni

• Balance client development, sales activities, investment management and service.
• Develop a book of business consistent with AMP goals and assets under management.
• Provide clients with sound financial advice aligned to objectives, risk tolerance and time horizon.

Conoscenze

Sales experience

Client relationship mgmt

Networking in community

Questioning & listening

Resilience under pressure

Formazione

Bachelor's Degree

3+ years sales experience

Strumenti

CRM software

Investment platforms

Descrizione del lavoro

Raymond James, Inc. Nashville hosts the Financial Advisor Trainee program designed to build foundations in client development, investment guidance and compliance. Trainees work with mentors and advisors to learn, prospect clients, and balance service with learning.

Through classroom and on‑the‑job training, candidates develop sales skills, investment planning, and client service capabilities to progress toward independent practice within the firm.