AMP Financial Advisor- Miami, FL

6 days ago

Miami, United States Raymond James Financial, Inc. Full time

Job Summary The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals. Essential Duties and Responsibilities Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Develops a book of business consistent with AMP program goals for assets under management and required production. Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. Performs other duties and responsibilities as assigned. Knowledge of Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data. Basic principles and methods for showing, promoting, and selling products or services. Skill in Preparing and delivering clear, effective, and professional presentations. Strong communication and interpersonal skills to build relationships with clients. Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques. Ability to Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection. Accept criticism and deal calmly and effectively in high stress situations. Effectively communicate portfolio losses while preserving client loyalty. Provide a high level of client service with a strong focus remaining on what’s best for their personal wealth management. Network in the community and effectively market him or herself and Raymond James. Education/Previous Experience Bachelor’s degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred. OR ~ 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 & 66 required. Life, Health and Variable Annuity or ability to obtain within 6 months from start of program. #J-18808-Ljbffr

  • AMP Financial Advisor- Miami, FL

    3 weeks ago

    Miami, United States Raymond James Financial Full time

    Advisory Mastery Program (AMP)Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.The Advisory Mastery Program (AMP) is a unique development program...

  • AMP Financial Advisor- Miami, FL

    4 days ago

    Miami, FL, United States Raymond James Financial Services Full time

    Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description Job Summary The Advisory Mastery Program (AMP) is a unique...

  • AMP Financial Advisor- Miami, FL

    2 weeks ago

    Miami, FL, United States Raymond James Financial Services Full time

    Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description Job Summary The Advisory Mastery Program (AMP) is a unique...

  • AMP Financial Advisor- Miami, FL

    1 week ago

    Miami, FL, United States Raymond James Financial Services Full time

    Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description Job Summary The Advisory Mastery Program (AMP) is a unique...

  • AMP Financial Advisor- Miami, FL

    6 days ago

    Miami, United States Raymond James Full time

    Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equip the incumbent to move into a specific role in the organization. Job Summary The Advisory Mastery Program (AMP) is a unique development...

  • Financial Advisor Trainee- Coral Gables, FL

    3 weeks ago

    Miami, United States Raymond James Financial Full time

    Advisor Mastery Program (AMP)Through distance learning, apprenticeship, and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully...

  • Financial Advisor

    6 days ago

    Miami, United States Northwestern Mutual - The South Florida Group Full time

    2 days ago Be among the first 25 applicants Direct message the job poster from Northwestern Mutual - The South Florida Group Description: Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial...

  • AMP Financial Advisor: Launch Your Wealth Practice

    6 days ago

    Miami, United States Raymond James Financial, Inc. Full time

    A financial services company in Miami is looking for candidates for the Advisory Mastery Program. This program prepares trainees to become Financial Advisors, focusing on client relationship management and investment solutions. Successful candidates will complete initial training and achieve necessary industry certifications within a specified timeframe,...

  • Voya Financial Miami Advisor

    6 days ago

    Miami, United States Voya Financial Advisors Full time

    As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time. As a Voya Financial employee, you’ll enjoy: A wide variety of career fields...

  • Call Center Representative at Miami, FL

    7 days ago

    Miami, United States Miami, FL Full time

    Job DescriptionBistro Delight in Miami, FL is looking for one call center representative to join our team. Our ideal candidate is a self-starter, ambitious, and hard-working.ResponsibilitiesTake customer calls and provide accurate, satisfactory answers to their queries and concernsDe-escalate situations involving dissatisfied customers, offering patient...