Launch Your Financial Advisory Career — AMP Trainee

Raymond James; Honolulu (HI); Sur place; USD 70 000 - 75 000; Plein temps

Résumé du poste

Raymond James invites entry‑level professionals to join the Advisory Mastery Program (AMP), a development path to become a Financial Advisor. Trainees receive education, mentorship and hands‑on experience in technical and sales skills.

Upon successful completion of year one, advisors pursue production targets that support client goals and firm growth. The program emphasizes relationship building, regulatory compliance, and ongoing professional development, with licensing paths and performance

Qualifications

• Bachelor's degree and 4+ years working experience including sales or business experience demonstrating achievement.
• SIE required; Series 7 & 66 within 4 months; Life/Health/Variable Annuity licenses within 6 months.

Responsabilités

• Develop client pipeline through prospecting, networking and community involvement.
• Manage full client relationship by evaluating financial needs and investment objectives.
• Present suitable investment products and services based on client needs and risk tolerance.
• Achieve production targets and contribute to firm revenue.

Connaissances

Communication skills

Networking

Sales experience

Client relationships

Formation

Bachelor's degree (B.A)

Equivalent combination of experience/education

Outils

SIE

Series 7 & 66

Life/Health/Variable Annuity

Description du poste

Raymond James invites entry‑level professionals to join the Advisory Mastery Program (AMP), a development path to become a Financial Advisor. Trainees receive education, mentorship and hands‑on experience in technical and sales skills.

Upon successful completion of year one, advisors pursue production targets that support client goals and firm growth. The program emphasizes relationship building, regulatory compliance, and ongoing professional development, with licensing paths and performance