Future Financial Advisor: Grow Your Practice

Raymond James; Winter Park (FL); On-site; USD 45,000 - 70,000; Full time

Job summary

Raymond James in the United States offers the Advisor Mastery Program (AMP), a distance-learning and apprenticeship track that trains the next generation of Financial Advisors. Trainees learn to balance new client development, investment management, service and compliance with growth and development under a mentor and branch manager.

With a focus on building a personal practice, you will obtain required licenses within prescribed timeframes, develop a client book, and meet production goals while

Qualifications

• Bachelor’s degree preferred with relevant sales or financial services experience.
• Willing to obtain required FINRA licenses within prescribed timelines.
• Strong communication and interpersonal skills.

Responsibilities

• Meet production targets aligned to AMP goals.
• Develop a book of business for assets under management.
• Provide high level client service and financial guidance.
• Open, transfer, close accounts and maintain records.
• Stay current on investment products and regulations.
• Collaborate with mentors and advisors to grow practice.

Skills

Client relationships

Prospecting

Communication

Financial concepts

Education

Bachelor’s Degree

Tools

CRM software

Microsoft Office

Job description

Raymond James in the United States offers the Advisor Mastery Program (AMP), a distance-learning and apprenticeship track that trains the next generation of Financial Advisors. Trainees learn to balance new client development, investment management, service and compliance with growth and development under a mentor and branch manager.

With a focus on building a personal practice, you will obtain required licenses within prescribed timeframes, develop a client book, and meet production goals while