Financial Advisor Trainee-chattanooga, Tn

Raymond James

Chattanooga, TN, US
Hybrid
Financial advice and counsel
Investment product recommendations
Client relationship management
Raymond James is seeking a Financial Advisor Trainee in Chattanooga, TN, to participate in their Advisor Mastery Program. This role emphasizes training in financial services, client relationship management, and sales, preparing candidates for a successful career as Financial Advisors

Job Summary

  • The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills.
  • Trainees will balance new client development, sales activities, investment management, customer service, and compliance with personal and professional growth.
  • The program supports long-term development for stand-alone advisors or those joining existing teams.

Matching Summary

Match Score: 80

Raymond James is seeking a Financial Advisor Trainee in Chattanooga, TN, to participate in their Advisor Mastery Program. This role emphasizes training in financial services, client relationship management, and sales, preparing candidates for a successful career as Financial Advisors.

Skills & Requirements

Must-have

  • Financial advice and counsel
  • Investment product recommendations
  • Client relationship management
  • Sales activities and client development
  • Compliance with industry rules

Nice-to-have

  • Client-first focus
  • Continuous learning
  • Resilience and persistence
  • Networking in the community

Key Requirements

  • Bachelor's Degree preferred
  • 3 years relevant working experience
  • SIE, Series 7, Series 66 licenses
  • Life, Health and Variable Annuity licenses

Work Rights

Not specified

Tailored Resume

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