Financial Advisor Trainee: Build Your Practice & Grow

Raymond James & Associates; Mount Pleasant (SC); On-site; USD 42,000 - 62,000; Full time

Job summary

Raymond James & Associates offers the Advisor Mastery Program (AMP) to train the next generation of Financial Advisors. The program combines distance learning, apprenticeship and hands-on practice at the firm's international headquarters to prepare Trainees for success.

Under a Mentor/Branch Manager team, Trainees balance new client development, investment management and client service while following compliance guidelines and continuing professional growth toward independent practice or team

Qualifications

• Bachelor's Degree preferred with relevant experience.
• Experience or exposure to financial services or advisory environment is beneficial.
• Strong interpersonal and communication skills necessary to interact with clients.

Responsibilities

• Learn to build and manage a book of business aligned with AMP program goals.
• Provide high level client service and support to Advisors.
• Assist in developing investment plans and recommendations under supervision.

Skills

Client relationship management

Communication skills

Sales / prospecting

Team collaboration

Education

Bachelor's Degree (B.A.)

Tools

CRM software

Job description

Raymond James & Associates offers the Advisor Mastery Program (AMP) to train the next generation of Financial Advisors. The program combines distance learning, apprenticeship and hands-on practice at the firm's international headquarters to prepare Trainees for success.

Under a Mentor/Branch Manager team, Trainees balance new client development, investment management and client service while following compliance guidelines and continuing professional growth toward independent practice or team