Financial Advisor Trainee-raleigh, Nc

Chartwell Investment Partners

Raleigh, North Carolina, US
Client relationship management
Investment product knowledge
Sales and prospecting
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors, incorporating training for technical and sales skills

Job Summary

  • The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors, incorporating training for technical and sales skills.
  • The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development.
  • Raymond James expects associates to grow professionally, collaborate effectively, make prompt decisions, take ownership, and contribute to continuous evolution.

Matching Summary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Investment product knowledge
  • Sales and prospecting
  • Financial planning advice

Nice-to-have

  • Resilience and persistence
  • Interpersonal communication skills
  • Continuous learning mindset
  • Community networking

Key Requirements

  • Bachelor’s Degree preferred
  • 3 years relevant working experience
  • Sales or business environment achievement
  • SIE license or ability to obtain
  • Series 7 and Series 66 or ability to obtain
  • Life, Health and Variable Annuity or ability to obtain

Work Rights

Not specified

Tailored Resume

Cover Letter