Amp Financial Advisor Trainee - New York, Ny

Raymond James

New York, NY, USA
Base: $70,000.00 to $90,000.00; bonus/equity: not ...
Remote
Client development and sales activities
Investment management and customer service
Financial advice and counsel
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors through distance learning, apprenticeship, and training

Job Summary

  • The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors through distance learning, apprenticeship, and training.
  • The program incorporates training for technical and sales skills, balancing new client development, sales activities, investment management, customer service, and compliance.
  • Trainees will learn to build an individual practice, provide sound financial advice, and develop a book of business consistent with program goals.

Matching Summary

The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors through distance learning, apprenticeship, and training.

Salary

Base: $70,000.00 to $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client development and sales activities
  • Investment management and customer service
  • Financial advice and counsel
  • Prospecting and networking

Nice-to-have

  • Holistic approach to success
  • Long-term development focus
  • Client-first, integrity, independence

Key Requirements

  • Bachelor's Degree preferred
  • 3 years of relevant working experience
  • SIE, Series 7, Series 66 licenses
  • Life, Health and Variable Annuity licenses

Work Rights

Not specified

Tailored Resume

Cover Letter