Amp Financial Advisor Trainee (the Woodlands, Tx)

Raymond James

The Woodlands, TX, USA
Hybrid
Develop individual practice
Client development and sales activities
Investment management and customer service
Raymond James is seeking a Financial Advisor Trainee in The Woodlands, TX, to participate in their Advisor Mastery Program (AMP), which provides comprehensive training in financial services. The role involves developing skills in sales, investment management, and client services while building a personal client base

Job Summary

  • The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors, incorporating training for technical and sales skills.
  • The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development.
  • The program is designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.

Matching Summary

Match Score: 85

Raymond James is seeking a Financial Advisor Trainee in The Woodlands, TX, to participate in their Advisor Mastery Program (AMP), which provides comprehensive training in financial services. The role involves developing skills in sales, investment management, and client services while building a personal client base.

Skills & Requirements

Must-have

  • Develop individual practice
  • Client development and sales activities
  • Investment management and customer service
  • Financial advice and counsel
  • Meet production targets
  • Develop book of business
  • High level of client service
  • Evaluate client financial needs
  • Recommend investment products
  • Open, transfer, and close accounts
  • Maintain account records
  • Obtain industry licenses

Nice-to-have

  • Persevere and handle rejection
  • Network in the community
  • Demonstrate persistence
  • Accept criticism
  • Deal calmly in high stress

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter