Financial Planning Consultant

1 week ago


Westport, Connecticut, United States Raymond James Full time

Overview

Raymond James is a leading financial services firm seeking a Financial Advisor Trainee to join our team. As a key member of our organization, you will be responsible for building and maintaining client relationships, developing comprehensive financial plans, and providing expert investment advice.

About the Role

This is an excellent opportunity for individuals looking to launch their career in financial services. As a Financial Advisor Trainee, you will work closely with experienced advisors to develop your skills and knowledge, gain valuable industry insights, and build a strong foundation for long-term success.

Duties and Responsibilities

Your primary responsibilities will include:

  • Developing and implementing personalized financial plans tailored to clients' unique needs and goals.
  • Providing expert advice on investment strategies, risk management, and wealth preservation.
  • Building and maintaining strong relationships with clients through exceptional communication and customer service.
  • Collaborating with internal teams to stay up-to-date on market trends, regulatory changes, and industry best practices.
  • Meeting or exceeding sales targets and revenue goals while prioritizing client satisfaction and loyalty.

Requirements

To succeed in this role, you will need:

  • A Bachelor's degree from a reputable institution (or equivalent experience).
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
  • Excellent communication and interpersonal skills, with a proven track record of building strong relationships.
  • Ability to work independently and collaboratively as part of a high-performing team.
  • A minimum of 3 years of relevant work experience in sales, business development, or a related field.

Licenses and Certifications

You will be required to obtain and maintain the following licenses and certifications:

  • Series 7 and Series 66 licenses within 4 months of starting the program.
  • Life, Health, and Variable Annuity licenses within 6 months of starting the program.

Salary and Benefits

We offer a competitive salary package, including a base salary of $60,000 per year, plus commissions and bonuses based on performance. Additionally, you will be eligible for benefits such as health insurance, retirement savings, and paid time off.

Culture and Values

At Raymond James, we pride ourselves on our people-first culture, where diversity, equity, and inclusion are core values. We strive to create a workplace where everyone feels valued, respected, and empowered to succeed.



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