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Raymond James is seeking a Financial Advisor Trainee in Century City, CA, to participate in their Advisor Mastery Program (AMP), which offers comprehensive training and skill development for aspiring financial advisors. Ideal candidates will possess a bachelor's degree and relevant experience in sales or business, demonstrating strong interpersonal and client service skills.
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Job Summary
The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills.
The Trainee will balance new client development, sales activities, investment management, customer service, and compliance with personal and professional growth.
This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; disability benefits; and retirement savings.
Matching Summary
Match Score: 75
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Raymond James is seeking a Financial Advisor Trainee in Century City, CA, to participate in their Advisor Mastery Program (AMP), which offers comprehensive training and skill development for aspiring financial advisors. Ideal candidates will possess a bachelor's degree and relevant experience in sales or business, demonstrating strong interpersonal and client service skills.
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Salary
$35,152.00-$70,000.00
Skills & Requirements
Must-have
Financial advice and counsel
Develop a book of business
Client pipeline development
Investment product recommendations
Production targets achievement
Nice-to-have
Client loyalty preservation
Community initiative engagement
Networking and marketing skills
Resilience during prospecting
Handling rejection and stress
Key Requirements
Bachelor's Degree or equivalent experience
Minimum 3 years sales/business experience
SIE required
Series 7 and Series 66 or ability to obtain
Life, Health, Variable Annuity or ability to obtain