Financial Advisor Trainee: Launch Your Client-Centered Career

Raymond James; Lakeland (FL); On-site; USD 55,000 - 100,000; Full time

Benefits offered by this job

Medical, dental & vision

Life insurance

Disability insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in Lakeland, FL is seeking a Financial Advisor-in-training who will rotate through related areas of financial services under supervision. You will develop skills to advance into a specific role within the organization and build a client-focused practice.

The role emphasizes meeting production targets, growing a book of business, providing high-level service, opening and managing accounts, and staying current with products and regulations through required trainings and licenses.

Qualifications

• Bachelor’s degree with at least 3 years of relevant sales or business experience.
• Experience achieving sales targets and building a book of business.
• Experience in financial services or investment industry preferred.

Responsibilities

• Perform Financial Advisor responsibilities with supervision until fully trained.
• Meet production targets contributing 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 client accounts; monitor portfolios.
• Stay current on investment products and regulatory guidelines.

Skills

CRM software

Questioning techniques

Listening skills

Financial planning

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Tools

CRM software

Spreadsheets

Databases

Job description

Raymond James in Lakeland, FL is seeking a Financial Advisor-in-training who will rotate through related areas of financial services under supervision. You will develop skills to advance into a specific role within the organization and build a client-focused practice.

The role emphasizes meeting production targets, growing a book of business, providing high-level service, opening and managing accounts, and staying current with products and regulations through required trainings and licenses.