Future Financial Advisor — AMP Trainee

Raymond James Financial, Inc.; Jacksonville (FL); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James Financial, Inc. in Jacksonville, FL, seeks an Advisor Mastery Program Trainee to learn to build an individual practice. You will balance new client development, sales activities, investment management, client service and compliance under supervision.

Through distance learning and hands-on training at the firm’s international headquarters, you will gain licenses and prepare for a professional advisory career within a supportive team environment.

Qualifications

• Bachelor’s degree preferred with minimum 3 years of relevant sales experience.
• Strong client service and relationship management skills are required.
• Ability to learn and apply investment products, markets and planning concepts.

Responsibilities

• Meet production targets and contribute to revenue goals.
• Develop a book of business aligned with AMP program goals.
• Provide high level client service and manage client relationships.

Skills

Sales experience

Client communication

Financial guidance

Education

Bachelor’s Degree

Tools

SIE

Series7

Series66

Job description

Raymond James Financial, Inc. in Jacksonville, FL, seeks an Advisor Mastery Program Trainee to learn to build an individual practice. You will balance new client development, sales activities, investment management, client service and compliance under supervision.

Through distance learning and hands-on training at the firm’s international headquarters, you will gain licenses and prepare for a professional advisory career within a supportive team environment.