Financial Advisor Trainee- Winter Park, Fl

Raymond James

Winter Park, FL, US
Client relationship management
Investment management skills
Sales activities experience
The Advisor Mastery Program offers a comprehensive education for aspiring Financial Advisors

Job Summary

  • The Advisor Mastery Program offers a comprehensive education for aspiring Financial Advisors.
  • Trainees will learn to build an individual practice while balancing client development and compliance.
  • Raymond James values a people-first culture that respects the uniqueness of all associates.

Matching Summary

The Advisor Mastery Program offers a comprehensive education for aspiring Financial Advisors.

Skills & Requirements

Must-have

  • Client relationship management
  • Investment management skills
  • Sales activities experience

Nice-to-have

  • Community networking skills
  • Effective communication abilities
  • Resilience in prospecting

Key Requirements

  • Bachelor's Degree preferred
  • Minimum three years relevant experience
  • SIE required within four months

Work Rights

Not specified

Tailored Resume

Cover Letter