AMP Financial Advisor- Tallahassee, FL

3 weeks ago


Tallahassee, United States Raymond James Financial Full time

Advisory Mastery Program (AMP)The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training, and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.Essential Duties and Responsibilities:Become trained and skilled to effectively and efficiently function in the Financial Advisor role:Develop client pipeline by prospecting, networking, community involvement, centers of influence, and developing niches.Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings, and available investment capital and help them identify their investment objectives.Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.Seeks expertise of internal resources to identify investment opportunities and solutions for clients.Develops a book of business consistent with AMP program goals for assets under management and required production.Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards.Performs other duties and responsibilities as assigned.Knowledge of:Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.Basic principles and methods for showing, promoting, and selling products or services.Skill in:Preparing and delivering clear, effective, and professional presentations.Strong communication and interpersonal skills to build relationships with clients.Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.Ability to:Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.Accept criticism and deal calmly and effectively in high stress situations.Effectively communicate portfolio losses while preserving client loyalty.Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.Network in the community and effectively market him or herself and Raymond James.Education/Previous Experience:Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.OR ~An equivalent combination of experience, education, and/or training as approved by Human Resources.Licenses/Certifications:SIE required provided that an exemption or grandfathering cannot be applied.Series 7 & 66 required.Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm.At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.



  • Tallahassee, FL, United States Raymond James Financial Services Full time

    Job Description Summary The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers...


  • Tallahassee, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market. This position will be responsible for 403(b)/457 enrollment,...


  • Tallahassee, FL, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market. This position will be responsible for 403(b)/457 enrollment,...


  • Tallahassee, FL, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Tallahassee area to work plan sponsor relationships in the State and government retirement plan market. This position will be responsible for 403(b)/457 enrollment,...


  • Tallahassee, FL, United States Thrivent Financial Full time

    Organization/Business Overview: North Central Florida Group, an established financial services practice for Thrivent located in Gainesville and Tallahassee, FL, is looking to grow and support a full-time Financial Professional. By joining our existing team, you can learn from and leverage the diverse skill sets of experienced financial advisors to serve more...


  • Tallahassee, FL, United States Thrivent Financial Full time

    Organization/Business Overview: North Central Florida Group, an established financial services practice for Thrivent located in Gainesville and Tallahassee, FL, is looking to grow and support a full-time Financial Professional. By joining our existing team, you can learn from and leverage the diverse skill sets of experienced financial advisors to serve more...

  • Financial Advisor

    2 weeks ago


    Tallahassee, Florida, United States LPL Financial Full time $40,000 - $60,000

    Credit UnionFinancial Advisor - First Commerce Credit UnionYour career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at First Commerce Credit Union in Tallahassee, FL would allow you to join the Investment Program at First...

  • Financial Advisor

    4 days ago


    Tallahassee, United States LPL Financial Full time

    Financial Advisor - First Commerce Credit UnionLPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at First Commerce Credit Union in Tallahassee, FL would allow you to join the Investment Program at First Commerce Credit Union as a Financial Advisor associated with LPL...


  • Tallahassee, United States Tallahassee Memorial Hospital - AA Full time

    DetailsClient Name Tallahassee Memorial Hospital - AA Job Type Permanent Offering Locums Profession Nurse Practitioner Specialty Neonatology Job ID 29752767 Job Title Perm - Nurse Practitioner - Neonatology Tallahassee, FL Shift DetailsShift D/E/N Rotating - 8x5 - 07,19 Scheduled Hours 40 Job Order DetailsStart Date 12/15/2025 Duration 0 Job Description Job...

  • Financial Advisor

    2 weeks ago


    Tallahassee, United States LPL Financial Holdings, Inc. Full time

    Credit Union Financial Advisor - First Commerce Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at First Commerce Credit Union in Tallahassee, FL would allow you to join the Investment Program at First...