Raymond James is seeking candidates for their Amp Financial Advisor position, part of a development program designed to prepare trainees for a successful career in financial advising. The role involves training in financial advisory skills, client relationship management, and achieving production targets, all while working in a remote setting
Job Summary
The Advisory Mastery Program (AMP) provides comprehensive education, training, and mentorship for aspiring Financial Advisors.
Advisors will develop a client pipeline, manage client relationships, and recommend suitable investment solutions.
Successful completion of the program requires obtaining industry licenses and meeting production targets.
Matching Summary
Match Score: 85
Raymond James is seeking candidates for their Amp Financial Advisor position, part of a development program designed to prepare trainees for a successful career in financial advising. The role involves training in financial advisory skills, client relationship management, and achieving production targets, all while working in a remote setting.
Skills & Requirements
Must-have
Develop client pipeline through prospecting
Manage full scope of client relationships
Recommend suitable investment products
Master assessments and meet performance standards
Nice-to-have
Holistic approach to new advisor success
Client-first integrity and independence
Conservative long-term view
Key Requirements
Bachelor's degree preferred or equivalent experience
Minimum of four years working experience
SIE, Series 7 & 66 licenses required
Life, Health and Variable Annuity licenses required