Financial Advisor Trainee: Launch Your Practice & Grow

Raymond James; Louisville (KY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability insurance

Retirement savings plan

Job summary

Raymond James in Louisville, Kentucky is seeking a Financial Advisor Trainee through their Advisor Mastery Program. The program integrates training in technical and sales skills, aiming to succeed in this role.

The ideal candidate will assist in client development and investment management while achieving individual practice goals. A Bachelor's degree in a relevant field is preferred, along with strong client management and financial analysis skills.

Qualifications

• Bachelor’s degree preferred with minimum three years experience in a relevant field.
• Skills in managing client relationships and understanding financial markets.
• Basic knowledge of accounting principles and selling techniques.

Responsibilities

• Train and develop the skills to perform as a Financial Advisor.
• Provide high-level client service and build a book of business.
• Evaluate client financial needs and recommend suitable investment solutions.

Skills

Client relationship management

Financial analysis

Sales skills

Communication

Education

Bachelor’s Degree in Accounting, Business Administration, or Finance

Tools

Financial planning software

Job description

Raymond James in Louisville, Kentucky is seeking a Financial Advisor Trainee through their Advisor Mastery Program. The program integrates training in technical and sales skills, aiming to succeed in this role.

The ideal candidate will assist in client development and investment management while achieving individual practice goals. A Bachelor's degree in a relevant field is preferred, along with strong client management and financial analysis skills.