Financial Advisor Trainee (denver, Co)

Raymond James

Denver, CO, USA
Base: $57,783.96-$75,000.02; bonus/equity: not spe...
Remote
Client relationship management
Investment product sales
Financial advice and counsel
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors

Job Summary

  • The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
  • The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development.
  • The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success.

Matching Summary

The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.

Salary

Base: $57,783.96-$75,000.02; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment product sales
  • Financial advice and counsel
  • Develop client pipeline
  • Meet production targets

Nice-to-have

  • Client-first, integrity, independence
  • Conservative, long-term view
  • Continuous learning and development

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter