Base: $70,304.00-$75,000.00; bonus/equity: not spe...
Hybrid (remote with some onsite requirements)
Develop client pipeline
Manage full scope of client relationship
Recommend investment products
Raymond James is seeking a Financial Advisor Trainee for their Advisory Mastery Program in Westlake Village, CA. The role emphasizes training and mentorship to equip candidates with skills necessary for a successful financial advising career, focusing on client relationships and sales
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, fully positioning new advisors for success and long-term development.
Matching Summary
Match Score: 85
Raymond James is seeking a Financial Advisor Trainee for their Advisory Mastery Program in Westlake Village, CA. The role emphasizes training and mentorship to equip candidates with skills necessary for a successful financial advising career, focusing on client relationships and sales.
Salary
Base: $70,304.00-$75,000.00; Bonus/Equity: Not specified; Benefits: Eligible for benefits package
Skills & Requirements
Must-have
Develop client pipeline
Manage full scope of client relationship
Recommend investment products
Mastery of technical and sales skills
Client-first focus
Nice-to-have
Persistence in the face of obstacles
Optimism in the face of rejection
Calm and effective in high stress situations
Networking in the community
Holistic program approach
Key Requirements
Bachelor's degree preferred
Minimum 4 years working experience
SIE required or ability to obtain within 4 months
Series 7 & 66 or ability to obtain within 4 months
Life, Health and Variable Annuity or ability to obtain within 6 months