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Aspiring Financial Advisor

2 months ago

Muskegon, Michigan, United States Raymond James Financial Incorporated Full time
Financial Advisor Trainee Program Overview

The Financial Advisor Trainee Program at Raymond James Financial Incorporated offers a robust educational experience for those seeking to become Financial Advisors. This program combines online learning, hands-on apprenticeship, and training at our central office, focusing on equipping new Advisors with essential technical and sales expertise for a successful career.

Throughout the program, Trainees will collaborate with experienced Mentors, Branch Managers, and a dedicated team of Financial Advisors. This partnership will guide them in establishing their own practice, where they will manage client acquisition, sales initiatives, investment oversight, customer relations, and regulatory compliance, all while prioritizing their personal and professional development.

Core Responsibilities:

  • Achieve production objectives to support the company's revenue targets
  • Build a client portfolio in alignment with program benchmarks for assets under management and production requirements
  • Deliver exceptional client service
  • Foster client relationships by evaluating financial needs, investment prospects, and current holdings
  • Advise on appropriate investment products and services tailored to client preferences
  • Maintain up-to-date knowledge of investment offerings, industry standards, and financial planning strategies

Required Qualifications:

Essential Knowledge, Skills, and Abilities:

  • Comprehension of economic and accounting fundamentals
  • Acquaintance with financial markets, banking practices, and data interpretation
  • Proficiency in utilizing client relationship management systems and relevant software
  • Excellent interpersonal and communication capabilities
  • Strong organizational and time management skills
  • Effective networking and marketing acumen

Educational and Experience Criteria:

  • Bachelor's Degree or equivalent experience in sales or business-related fields

Licenses and Certifications:

  • Possession of SIE, Series 7, Series 66, Life, Health, and Variable Annuity licenses is required or the ability to obtain them

Join Raymond James and embrace our core principles of client-centric service, integrity, independence, and a prudent, long-term perspective.