Financial Advisor Trainee- Ocala, Fl

Raymond James

Ocala, Florida, US
**
Develop individual financial practices
Client relationship management
Investment product recommendations
** Raymond James is seeking a Financial Advisor Trainee in Ocala, Florida, who will undergo comprehensive training through the Advisor Mastery Program (AMP) to develop the skills necessary for success in financial advising. The position requires balancing client development, sales activities, and investment management while providing high-quality service to clients. **

Job Summary

  • The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills.
  • Trainees will balance new client development, sales activities, investment management, customer service, and compliance with personal growth.
  • 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 in Ocala, Florida, who will undergo comprehensive training through the Advisor Mastery Program (AMP) to develop the skills necessary for success in financial advising. The position requires balancing client development, sales activities, and investment management while providing high-quality service to clients. **

Skills & Requirements

Must-have

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

Nice-to-have

  • Resilience in prospecting
  • Calmness in high-stress situations
  • Continuous learning of industry trends

Key Requirements

  • Bachelor's Degree preferred
  • 3 years relevant working experience
  • Sales or business environment achievement
  • SIE certification
  • Series 7 and Series 66 licenses
  • Life, Health and Variable Annuity licenses

Work Rights

Not specified

Tailored Resume

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