Financial Services Professional

6 days ago

Magnolia, Arkansas, United States Raymond James Financial Incorporated Full time
Job Summary:

Raymond James Financial Incorporated is seeking a highly motivated and ambitious Financial Advisor Trainee to join our team. Through our comprehensive Advisor Mastery Program (AMP), you will receive a thorough education and training to become a successful Financial Advisor.

The program takes a holistic approach, incorporating training for technical and sales skills to fully prepare you for success. You will work closely with a Mentor, Branch Manager, and/or a team of Financial Advisors to build an individual practice.

As a Financial Advisor Trainee, you will balance new client development, sales activities, investment management, customer service, and compliance with personal and professional growth and development. You will provide clients with sound financial advice and counsel consistent with their objectives, time horizon, and risk tolerance.

The requirements of the AMP Program are designed to support long-term development, whether you plan to be a stand-alone Advisor or join an existing team.

Essential Duties and Responsibilities:
  • Become trained and skilled to effectively and efficiently perform the Financial Advisor role.
  • Meet production targets that impact overall company revenue goals.
  • Develop a book of business consistent with AMP program goals for assets under management and required production.
  • Provide a high level of client service.
  • Manage the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings, and available investment capital.
  • Help clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
  • Develop a client pipeline by prospecting, networking, engaging in community initiatives, centers of influence, and developing niches.
  • Recommend investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
  • Seek expertise of internal resources to identify investment opportunities and solutions for clients.
  • Open, transfer, and close customer accounts.
  • Maintain appropriate account records while monitoring the customer's portfolio.
  • Make recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
  • Obtain and verify the customer's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, master assessments, and meet minimum performance and production standards.
  • Stay abreast of investment products, industry rules and regulations, and financial planning.
  • Perform other duties and responsibilities as assigned.
Qualifications:
  • Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments.
  • 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 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
  • Life, Health, and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
Guiding Behaviors:

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.

  • 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.

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