Financial Advisor Trainee

Raymond James

Remote
Base: $22,880.00; bonus/equity: $90,000.00; benefi...
Fully remote
Client-focused financial advice
Develop individual practice
Sales and client development
Raymond James is seeking a Financial Advisor Trainee for their remote Advisor Mastery Program (AMP), which provides comprehensive training in technical and sales skills. The role involves client development, investment management, and compliance, under the guidance of experienced mentors

Job Summary

  • The Advisor Mastery Program (AMP) offers comprehensive education for the next generation of Financial Advisors through distance learning and international headquarters training.
  • The program incorporates training for technical and sales skills to position new Advisors for success in building an individual practice.
  • Trainees will balance new client development, sales activities, investment management, customer service, and compliance with personal and professional growth.

Matching Summary

Match Score: 85

Raymond James is seeking a Financial Advisor Trainee for their remote Advisor Mastery Program (AMP), which provides comprehensive training in technical and sales skills. The role involves client development, investment management, and compliance, under the guidance of experienced mentors.

Salary

Base: $22,880.00; Bonus/Equity: $90,000.00; Benefits: Not specified

Skills & Requirements

Must-have

  • Client-focused financial advice
  • Develop individual practice
  • Sales and client development
  • Investment product recommendations
  • Maintain account records

Nice-to-have

  • Holistic approach to success
  • Continuous learning and development
  • Client loyalty and resilience
  • Networking and community initiatives

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter