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Financial Services Professional

2 months ago

Westport, Connecticut, United States Raymond James Full time

Job Summary:

The Raymond James Financial Advisor Trainee Program offers a comprehensive education for aspiring Financial Advisors. Through distance learning, apprenticeship, and training at our international headquarters, the program equips trainees with the skills needed for success. Trainees will work with mentors to build their practice, focusing on client development, sales, investment management, and customer service. Additionally, trainees will provide clients with financial advice tailored to their needs and goals.

Key Responsibilities:

  • Develop expertise in financial planning and investment management
  • Meet production targets and develop a book of business
  • Provide high levels of client service and support
  • Manage client relationships and identify investment opportunities
  • Develop client pipeline through various channels
  • Recommend suitable investment products and services
  • Maintain accurate account records and monitor portfolios
  • Stay updated on industry trends and regulatory requirements
  • Perform other assigned duties

Qualifications and Requirements:

Knowledge and Skills:

Knowledge of:

  • Economic and accounting principles
  • Financial markets and data analysis
  • Sales and marketing principles
  • Company policies and compliance guidelines

Skills in:

  • Operating financial software and client management systems
  • Identifying customer needs effectively

Personal Qualities:

  • Ability to manage multiple tasks in a fast-paced environment
  • Continuous learning about investments and financial planning
  • Effective communication with clients and colleagues
  • Establishing and maintaining relationships
  • Handling rejection and showing resilience
  • Networking effectively and marketing oneself

Educational and Experience Requirements:

Bachelor's degree preferred with relevant sales or business experience. Equivalent combinations of experience and education accepted.

Licenses and Certifications:

  • SIE, Series 7, Series 66, Life, Health, and Variable Annuity licenses required or ability to obtain within specified timeframes.

At Raymond James, we value professionalism, collaboration, decision-making, delivery, and improvement. We encourage our associates to grow, work together, act with integrity, take ownership, and contribute to our evolution.