Mentor‑Led Financial Advisor Trainee (AMP Mastery)

100 Raymond James & Associates, Inc.; Mount Pleasant (SC); In loco; USD 55.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical benefits

Dental benefits

Vision benefits

Retirement plan

Paid time off

Descrizione del lavoro

Raymond James is offering the Advisor Mastery Program (AMP) for aspiring Financial Advisors. Through distance learning and on‑the‑job training at the firm’s international headquarters, the program equips trainees with technical, sales, and compliance skills to build a personal advisory practice under mentorship.

The Trainee will balance client development, investment management, service and regulatory requirements, with goals to join or lead a team upon completion.

Competenze

• Bachelor’s Degree with at least 3 years relevant experience in sales or business environment.
• Licenses required: SIE; Series 7 and Series 66 or ability to obtain within four months; Life, Health and Variable Annuity or ability to obtain within six months.

Mansioni

• Learn to build an individual client practice under guidance with mentors and managers.
• Meet production targets that contribute to firm revenue goals.
• Develop a book of business aligned with AMP program goals for assets under management and production.
• Provide high level client service and manage full client relationships.
• Identify investment objectives and recommend suitable products based on client needs and time horizons.
• Open, transfer, and close client accounts and maintain records.
• Complete program training and obtain mandatory licenses within prescribed timeframes.

Formazione

Accounting

Business Administration

Finance

Descrizione del lavoro

Raymond James is offering the Advisor Mastery Program (AMP) for aspiring Financial Advisors. Through distance learning and on‑the‑job training at the firm’s international headquarters, the program equips trainees with technical, sales, and compliance skills to build a personal advisory practice under mentorship.

The Trainee will balance client development, investment management, service and regulatory requirements, with goals to join or lead a team upon completion.