Financial Advisor Trainee-chattanooga, Tn

Chartwell Investment Partners

Chattanooga, TN, USA
Develop individual practice
Client development and sales activities
Investment management and customer service
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors, incorporating technical and sales skills

Job Summary

  • The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of 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.
  • Raymond James honors, values, and respects the uniqueness, experiences, and backgrounds of all of its Associates, fostering a thriving organization, clients, and communities.

Matching Summary

The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Financial Advisors, incorporating technical and sales skills.

Skills & Requirements

Must-have

  • Develop individual practice
  • Client development and sales activities
  • Investment management and customer service
  • Financial advice and counsel
  • Maintain account records

Nice-to-have

  • Holistic approach to training
  • People-first culture
  • Authentic self expression
  • Continuous professional growth

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter