Financial Advisor Mastery Program Associate
4 weeks ago
The Raymond James Financial Incorporated Financial Advisor Mastery Program is a comprehensive development program designed to equip associates with the skills and knowledge necessary to succeed in the investment industry. This program provides a unique opportunity for individuals to explore different branch roles and activities, and to develop a strong foundation in financial planning, wealth management, and business development.
Key Responsibilities- Assist with onboarding new clients, including opening accounts and updating client relationship management systems.
- Develop financial plans using advanced financial planning software.
- Partner with financial advisors to present financial plans to clients.
- Leverage financial advisor technology resources and brand utilization in the branch or complex.
- Evaluate client financial needs, investment opportunities, and current holdings to identify investment objectives.
- Practice business development strategies, including coaching and mentorship, to prepare for developing a book of business as a financial advisor.
- Seek expertise from internal resources to identify investment opportunities and solutions for clients.
- Complete required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards.
- Knowledge of economic and accounting principles, financial markets, banking, and the analysis and reporting of financial data.
- Basic principles and methods for showing, promoting, and selling products or services.
- Fundamental investment concepts, practices, and procedures used in the securities industry.
- Financial markets and products.
At Raymond James, our associates use five guiding behaviors to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view. These behaviors include:
- Develop: Grow professionally and inspire others to do the same.
- Collaborate: Work with and through others to achieve desired outcomes.
- Decide: Make prompt, pragmatic choices and act with the client in mind.
- Deliver: Take ownership and hold themselves and others accountable for delivering results that matter.
- Improve: Contribute to the continuous evolution of the firm.
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