Financial Advisor Trainee Job at Raymond James (Raleigh)

Financial Advisor Trainee

Through distance learning, apprenticeship and training at the firm’s internation...

Location

United States , Denver

Salary:

57783.96 - 75000.02 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree (B.A.) from four-year college or university preferred
Minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment
SIE required or ability to obtain within four (4) months
Series 7 and Series 66 or ability to obtain within four (4) months
Life, Health and Variable Annuity or ability to obtain within six (6) months
Knowledge of economic and accounting principles and practices
Knowledge of financial markets, banking, and financial data analysis and reporting
Knowledge of basic principles and methods for showing, promoting, and selling products or services
Knowledge of firm’s working structure, policies, mission, strategies, and compliance guidelines
Skill in operating client relationship manager system and other required software applications

Job Responsibility

Become trained and skilled to effectively and efficiently perform the Financial Advisor role
Meet production targets that impact overall company revenue goals
Develops a book of business consistent with AMP program goals for assets under management and required production
Provides a high level of client service
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches
Recommends investment products, solutions, and services that are suitable for prospects and clients
Seeks expertise of internal resources to identify investment opportunities and solutions for clients
Opens, transfers, and closes customer accounts

Fulltime

Financial Advisor Trainee

Through distance learning, apprenticeship and training at the firm’s internation...

Location

United States , Ridgeland

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree (B.A.) from four-year college or university preferred
Minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment
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
Knowledge of economic and accounting principles and practices
Knowledge of financial markets, banking, and financial data analysis and reporting
Knowledge of basic principles and methods for showing, promoting, and selling products or services
Knowledge of firm’s working structure, policies, mission, strategies, and compliance guidelines
Skill in operating client relationship manager system and other required software applications

Job Responsibility

Become trained and skilled to effectively and efficiently perform the Financial Advisor role
If hired as a team candidate, the team will provide the specific goals and expectations
Meets production targets that impact overall company revenue goals
Develops a book of business consistent with AMP program goals for assets under management and required production
Provides a high level of client service
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches
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

Fulltime

Financial Advisor Trainee

Through distance learning, apprenticeship and training at the firm’s internation...

Location

United States , Beverly Hills

Salary:

34320.00 - 75000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree (B.A.) from four-year college or university preferred
Minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment
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

Job Responsibility

Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services
Develops skills and capabilities that equips the incumbent to move into a specific role in the organization
Learn to build an individual practice
Balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development
Provide clients with sound financial advice and counsel consistent with the client’s objectives, time horizon, and risk tolerance
Meet production targets that impact overall company revenue goals
Develops a book of business consistent with AMP program goals for assets under management and required production
Provides a high level of client service
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty

Fulltime

Financial Advisor Trainee

Through distance learning, apprenticeship and training at the firm’s internation...

Location

United States , Houston

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree (B.A.) from four-year college or university preferred
Minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment
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
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
General Experience - 7 to 12 months
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Job Responsibility

Become trained and skilled to effectively and efficiently perform the Financial Advisor role
If hired as a team candidate, the team will provide the specific goals and expectations
Meets production targets that impact overall company revenue goals
Develops a book of business consistent with AMP program goals for assets under management and required production
Provides a high level of client service
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches
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

Fulltime

Financial Advisor Trainee

Through distance learning, apprenticeship and training at the firm’s internation...

Location

United States , Ocala

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree (B.A.) from four-year college or university preferred
Minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment
SIE required or ability to obtain within four (4) months from the start of the program
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
Knowledge of economic and accounting principles and practices
Knowledge of financial markets, banking, and financial data analysis and reporting
Knowledge of basic principles and methods for showing, promoting, and selling products or services
Knowledge of firm’s working structure, policies, mission, strategies, and compliance guidelines
Skill in operating client relationship manager system and other required software applications

Job Responsibility

Become trained and skilled to effectively and efficiently perform the Financial Advisor role
If hired as a team candidate, the team will provide the specific goals and expectations
Meets production targets that impact overall company revenue goals
Develops a book of business consistent with AMP program goals for assets under management and required production
Provides a high level of client service
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches
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

Fulltime

Financial Advisor Trainee

Fulfills varying tasks and assignments and completes rotations in a range of are...

Location

United States , Chattanooga

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

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 environment
SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program
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
Education: Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience: General Experience - 7 to 12 months

Job Responsibility

Become trained and skilled to effectively and efficiently perform the Financial Advisor role
If hired as a team candidate, the team will provide the specific goals and expectations
Meets production targets that impact overall company revenue goals
Develops a book of business consistent with AMP program goals for assets under management and required production
Provides a high level of client service
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches
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

Fulltime

Financial Advisor Trainee

Through distance learning, apprenticeship and training at the firm’s internation...

Location

United States , Charlotte

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

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 environment
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
Knowledge of economic and accounting principles and practices
Knowledge of financial markets, banking, and financial data analysis and reporting
Knowledge of basic principles and methods for showing, promoting, and selling products or services
Skill in operating client relationship manager system and other required software applications
Skill in identifying the needs of customers through effective questioning and listening techniques
Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines

Job Responsibility

Become trained and skilled to effectively and efficiently perform the Financial Advisor role
Meet production targets that impact overall company revenue goals
Develops a book of business consistent with AMP program goals for assets under management and required production
Provides a high level of client service
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches
Recommends investment products, solutions, and services that are suitable for prospects and clients
Opens, transfers, and closes customer accounts
Maintains appropriate account records while monitoring the customer's portfolio

Fulltime

Financial Advisor Trainee

Through distance learning, apprenticeship and training at the firm’s internation...

Location

United States , Austin

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

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 environment
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
Knowledge of economic and accounting principles and practices
Knowledge of financial markets, banking, and financial data analysis and reporting
Knowledge of basic principles and methods for showing, promoting, and selling products or services
Knowledge of firm’s working structure, policies, mission, strategies, and compliance guidelines
Skill in operating client relationship manager system and other required software applications
Skill in identifying the needs of customers through effective questioning and listening techniques

Job Responsibility

Become trained and skilled to effectively and efficiently perform the Financial Advisor role
If hired as a team candidate, the team will provide the specific goals and expectations
Meets production targets that impact overall company revenue goals
Develops a book of business consistent with AMP program goals for assets under management and required production
Provides a high level of client service
Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches
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

Fulltime

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