Financial Advisor Trainee: Launch Your Practice

100 Raymond James & Associates, Inc.; Louisville (KY); On-site; USD 45,000 - 60,000; Full time

Job summary

The Raymond James AMP program in Louisville, KY offers distance learning, apprenticeship and training for the next generation of Financial Advisors. Trainees work with a Mentor, Branch Manager, and a team of Advisors to build an individual practice, balancing new client development, investment management, service and compliance while pursuing mandatory licenses.

Participants gain exposure to client relationships, product solutions, and professional growth, with compensation that may include base

Qualifications

• Bachelor’s Degree required with 3+ years in sales or business environment preferred.
• SIE license required; Series 7 and 66 or ability to obtain within 4 months; Life, Health and Variable Annuity licenses or ability to obtain within 6 months.

Responsibilities

• Learn to build a book of business consistent with AMP goals.
• Meet production targets impacting company revenue.
• Provide high level client service and manage full client relationships.
• Recommend investment products and services based on client needs and risk tolerance.
• Develop client pipeline through prospecting, networking and community engagement.
• Open, transfer, and close client accounts and maintain records.

Skills

Client relationship management

Prospecting & networking

Communication skills

Financial advisory knowledge

Interpersonal skills

Resilience under pressure

Education

Bachelor’s Degree

Job description

The Raymond James AMP program in Louisville, KY offers distance learning, apprenticeship and training for the next generation of Financial Advisors. Trainees work with a Mentor, Branch Manager, and a team of Advisors to build an individual practice, balancing new client development, investment management, service and compliance while pursuing mandatory licenses.

Participants gain exposure to client relationships, product solutions, and professional growth, with compensation that may include base