Financial Advisor Trainee (century City, Ca)

Raymond James

Century City, CA, USA
$35,152.00-$70,000.00 py
**
Financial advice and counsel
Develop a book of business
Client pipeline development
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

Cover Letter