Financial Advisor Trainee: Launch Your Practice

Raymond James; Omaha (NE); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Benefits package

Licensing support

Career development

Job summary

Raymond James is offering the Advisor Mastery Program (AMP) to train the next generation of financial advisors. Trainees gain education through distance learning, apprenticeship and hands-on practice at the firm’s headquarters, learning to balance new client development, investment management, and compliance with personal and professional growth.

Under mentorship, trainees work toward obtaining mandatory licenses, develop their book of business, and meet production targets while delivering sound

Qualifications

• Bachelor’s degree preferred with 3+ years of relevant work experience.
• SIE, Series 7 and Series 66 or ability to obtain within set months.
• Life, Health and Variable Annuity licensing or ability to obtain within set months.

Responsibilities

• Develops client pipeline and builds a book of business.
• Provides high level client service and financial guidance.
• Opens, transfers, and closes customer accounts; maintains records.

Skills

CRM software

Active listening

Education

Bachelor's degree

Tools

CRM software

Job description

Raymond James is offering the Advisor Mastery Program (AMP) to train the next generation of financial advisors. Trainees gain education through distance learning, apprenticeship and hands-on practice at the firm’s headquarters, learning to balance new client development, investment management, and compliance with personal and professional growth.

Under mentorship, trainees work toward obtaining mandatory licenses, develop their book of business, and meet production targets while delivering sound