Financial Advisor Trainee (Coast and Valley)

Job Description

Job Description Job Summary The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals. Essential Duties and Responsibilities Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Develops a book of business consistent with AMP program goals for assets under management and required production. Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. Knowledge of Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data. Provide a high level of client service with a strong focus remaining on what’s best for their personal wealth management. Network in the community and effectively market him or herself and Raymond James. Education/Previous Experience Bachelor’s degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred. OR ~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Bachelor’s, High School (HS) (Required) Work Experience
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range
$70,304.00-$75,000.00 Travel
Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); When associates bring their best authentic selves, our organization, clients, and communities thrive.