AMP Financial Advisor (Columbus, GA)

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 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.

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; 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

Requirements

SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program; Series 7 & 66 or ability to obtain within 4 months from start of program; Life, Health and Variable Annuity or ability to obtain within 6 months from start of program; Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data; Knowledge of 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; Excellent problem solving skills; Ability to demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection; Ability to accept criticism and deal calmly and effectively in high stress situations; Ability to effectively communicate portfolio losses while preserving client loyalty; Ability to provide a high level of client service; Ability to network in the community and effectively market oneself and Raymond James

Nice to have

Bachelor's degree (B.A) from four-year College or university preferred; minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred; Bachelor's in Accounting; Bachelor's in Business Administration; Bachelor's in Finance

Benefits

Additional compensation (cash or equity); discretionary bonuses; commissions; medical; dental; vision; life insurance; critical illness insurance; accident insurance; disability benefits; retirement savings; paid time off (vacation, holidays, and sick leave); parental leave