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Raymond James is seeking a Financial Advisor Trainee in Winter Park, Florida, to join their Advisor Mastery Program, which provides comprehensive training in financial services. The role involves developing client relationships, managing investments, and achieving sales targets while receiving mentorship and support.
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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.
The program requires obtaining mandatory industry licenses within prescribed timeframes and meeting minimum performance and production standards.
Matching Summary
Match Score: 75
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Raymond James is seeking a Financial Advisor Trainee in Winter Park, Florida, to join their Advisor Mastery Program, which provides comprehensive training in financial services. The role involves developing client relationships, managing investments, and achieving sales targets while receiving mentorship and support.
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Skills & Requirements
Must-have
Client relationship management
Investment product sales
Financial advice and counsel
Client pipeline development
Production targets achievement
Nice-to-have
Client loyalty preservation
Community initiatives engagement
Interpersonal communication skills
Resilience in prospecting
Key Requirements
Bachelor's Degree preferred
3 years relevant working experience
SIE license required
Series 7 and Series 66 licenses required
Life, Health and Variable Annuity license required