Financial Advisor Trainee: Launch Your Client Practice

100 Raymond James & Associates, Inc.; Bedford (NH); On-site; USD 45,000 - 70,000; Full time

Job summary

Raymond James Financial Advisors offers the Advisor Mastery Program (AMP), a comprehensive education track combining distance learning, apprenticeship, and hands-on training at the firm’s international headquarters. The Financial Advisor Trainee will learn to build an individual practice with mentoring from a team of experienced Advisors.

The program balances new client development, sales activities, investment management, and compliance, aiming to prepare trainees for long-term success whether

Qualifications

• Bachelor’s Degree preferred with 3+ years in sales or business environments
• SIE required; Series 7 and 66 within 4 months; Life/Health/Variable Annuity licenses within 6 months
• An equivalent combination of experience, education, and training as approved by HR
• Experience demonstrating achievement in sales (preferably intangible) or business environments

Responsibilities

• Become trained to perform Financial Advisor role
• Meet production targets
• Develop a book of business aligned with AMP goals
• Provide high level client service
• Manage client relationships: assess needs, investments, and risk tolerance
• Open, transfer, and close client accounts
• Maintain client records and monitor portfolios
• Stay updated on investment products, industry rules, and financial planning

Skills

Economic principles and accounting

Financial markets analysis

Sales and client service

Firm policies and compliance

CRM and financial planning tools

Questioning and listening

multitasking in fast-paced env

Investment product knowledge

Financial planning

Communication (oral/written)

Education

Bachelor’s Degree / equivalent

SIE license

Series 7

Series 66

Life/Health/Variable Annuity licenses

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Tools

CRM system

Investment platforms

Job description

Raymond James Financial Advisors offers the Advisor Mastery Program (AMP), a comprehensive education track combining distance learning, apprenticeship, and hands-on training at the firm’s international headquarters. The Financial Advisor Trainee will learn to build an individual practice with mentoring from a team of experienced Advisors.

The program balances new client development, sales activities, investment management, and compliance, aiming to prepare trainees for long-term success whether