Financial Advisor Trainee: Mastery Path to Client Growth

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

Benefits offered by this job

Benefits package including medical, in

Professional development opportunities

Diversity and inclusion focus

Job summary

100 Raymond James & Associates, Inc. is seeking a Financial Advisor Trainee as part of the Advisor Mastery Program (AMP). The role combines distance learning, mentorship, and on-the-job training to build a personal practice and service clients with guidance from a Mentor and Branch Manager.

Emphasis on sales, investments, and compliance with industry standards. You will develop your book of business, learn to communicate investment opportunities, and coordinate with advisors to meet client

Qualifications

• Bachelor’s Degree with minimum 3 years of relevant sales or business experience or an equivalent combination.
• Strong client-service orientation and ability to build a book of business.

Responsibilities

• Develops a book of business aligned with AMP goals and asset growth.
• Provides sound financial advice aligned to client objectives and risk tolerance.
• Prospects and networks to build a client pipeline and referrals.
• Opens, transfers, and maintains client accounts and records.

Skills

Client relationship management

Sales experience

Communication skills

Networking

Financial advisory

Education

Bachelor’s degree

Tools

CRM software

Investment platforms

Job description

100 Raymond James & Associates, Inc. is seeking a Financial Advisor Trainee as part of the Advisor Mastery Program (AMP). The role combines distance learning, mentorship, and on-the-job training to build a personal practice and service clients with guidance from a Mentor and Branch Manager.

Emphasis on sales, investments, and compliance with industry standards. You will develop your book of business, learn to communicate investment opportunities, and coordinate with advisors to meet client