AMP Financial Advisor Trainee - Vienna, VA

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 position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client’s objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.

Responsibilities

Complete rotations in areas related to financial services; become trained and skilled to perform Financial Advisor role; meet production targets; develop a book of business consistent with AMP program goals; provide high level of client service; manage full scope of client relationship; help clients identify investment objectives; develop client pipeline by prospecting and networking; recommend suitable investment products and services; open, transfer, and close customer accounts; maintain account records and monitor customer portfolios; obtain and verify customer purchase and sale instructions and follow up on transactions; complete required program training and obtain mandatory licenses; stay abreast of investment products, industry rules and regulations, and financial planning

Requirements

minimum of three (3) years of relevant working experience demonstrating achievement in sales (preferably intangible) or business environment, or equivalent combination of experience, education, and/or training as approved by Human Resources; SIE required unless exemption or grandfathering can be applied, or ability to obtain within four (4) months from start of program; Series 7 and Series 66 or ability to obtain within four (4) months from start of program; Life, Health and Variable Annuity or ability to obtain within six (6) months from start of program; general experience 3 to 6 years; knowledge of economic and accounting principles and practices; knowledge of financial markets, banking, and financial data analysis and reporting; skill in operating client relationship manager system and required software applications; ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines; ability to communicate effectively, both orally and in writing, with all organizational levels; 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; Bachelor’s degree in Accounting, Business Administration, or Finance

Benefits

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