Financial Advisor Trainee (ridgeland, Ms)

Raymond James

Ridgeland, MS, US
**
Develop individual financial practices
Client relationship management
Investment product recommendations
** Raymond James is seeking a Financial Advisor Trainee to participate in their Advisor Mastery Program (AMP), which offers comprehensive training in financial services. The role involves client development, sales, investment management, and compliance, with a focus on personal and professional growth. **

Job Summary

  • The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills.
  • Trainees will learn to build an individual practice, balancing client development, sales, investment management, customer service, and compliance.
  • The program supports long-term development for those planning to be stand-alone Advisors or join an existing team.

Matching Summary

Match Score: 75

** Raymond James is seeking a Financial Advisor Trainee to participate in their Advisor Mastery Program (AMP), which offers comprehensive training in financial services. The role involves client development, sales, investment management, and compliance, with a focus on personal and professional growth. **

Skills & Requirements

Must-have

  • Develop individual financial practices
  • Client relationship management
  • Investment product recommendations
  • Prospecting and networking

Nice-to-have

  • Client-first culture
  • Continuous learning
  • Resilience and persistence

Key Requirements

  • Bachelor's Degree preferred
  • 3 years of relevant working experience
  • SIE required
  • Series 7 and Series 66 or ability to obtain
  • Life, Health and Variable Annuity or ability to obtain

Work Rights

Not specified

Tailored Resume

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