Financial Advisor Trainee: Master Your Practice

Raymond James; Carmel (IN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a Financial Advisor Trainee for the Advisor Mastery Program (AMP) in Carmel, Indiana. The program combines distance learning with in‑person training at our international headquarters to develop both technical and sales skills for building an individual practice.

As part of a mentor/branch team, the Trainee balances new client development, investment management, client service and compliance while pursuing the required licenses and growing professionally within a

Qualifications

• Bachelor’s degree with 3+ years of sales experience or equivalent.
• SIE license required unless exempted or grandfathered, or ability to obtain within 4 months.

Responsibilities

• Meets production targets that impact company revenue.
• Develops a book of business aligned with AMP program goals for assets under management.
• Provides a high level of client service and maintains client relationships.
• Manages the full scope of a client relationship and analyzes financial needs and opportunities.
• Develops client pipeline through networking and community involvement.
• Recommends suitable investment products based on client needs and time horizons.

Skills

Client relationship management

Sales

Communication

Networking

Education

Bachelor’s Degree (B.A.)

Tools

CRM software

Job description

Raymond James is seeking a Financial Advisor Trainee for the Advisor Mastery Program (AMP) in Carmel, Indiana. The program combines distance learning with in‑person training at our international headquarters to develop both technical and sales skills for building an individual practice.

As part of a mentor/branch team, the Trainee balances new client development, investment management, client service and compliance while pursuing the required licenses and growing professionally within a