Trainee Financial Consultant

2 weeks 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 pathway for individuals aiming to become successful Financial Advisors. This program combines remote learning, hands-on apprenticeship, and immersive training at our corporate headquarters, focusing on essential technical and sales competencies.

Throughout the program, Trainees will collaborate closely with experienced Mentors, Branch Managers, and a dedicated team of Financial Advisors. This mentorship will guide them in establishing their own practice, emphasizing the balance between client acquisition, sales initiatives, investment oversight, customer relations, and adherence to regulatory standards, all while fostering personal and professional development.

Core Responsibilities:

  • Achieve production objectives to support the overall revenue targets of the firm
  • Build a personal portfolio in alignment with program benchmarks for assets under management and necessary production levels
  • Deliver exceptional client service
  • Manage client interactions by evaluating financial requirements, investment prospects, and existing holdings
  • Advise on appropriate investment solutions tailored to client needs and preferences
  • Maintain up-to-date knowledge of investment options, industry regulations, and financial advisory practices

Qualifications:

Essential Knowledge, Skills, and Abilities:

  • Comprehension of economic and accounting fundamentals
  • Acquaintance with financial markets, banking operations, and analytical methodologies
  • Proficiency in utilizing client relationship management systems and related software
  • Excellent interpersonal and communication capabilities
  • Strong organizational and time management skills
  • Effective networking and marketing abilities

Educational and Experience Criteria:

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

Licenses and Certifications:

  • Required or the ability to obtain SIE, Series 7, Series 66, Life, Health, and Variable Annuity licenses

At Raymond James, we uphold our core values of prioritizing clients, maintaining integrity, fostering independence, and adopting a prudent, long-term perspective.



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