AMP Financial Advisor (North Atlanta)

Raymond James•Atlanta, GA

4d•Onsite

About The Position

The Advisory Mastery Program (AMP) is a development program that provides training and support to prepare trainees for careers as Financial Advisors. The program offers comprehensive education, training, and mentorship in technical and sales skills. Advisors provide financial advice and counsel consistent with clients’ objectives, time horizons, and risk tolerances. Successful AMP Advisors meet production targets after their first year, contributing to company revenue and helping clients pursue their financial goals. The role involves completing assignments and program training, developing the skills needed to function effectively as a Financial Advisor, and building a book of business in line with AMP goals for assets under management and production. The position also requires obtaining mandatory industry licenses within prescribed timeframes and meeting assessments and performance standards.

Requirements

Bachelor’s degree from a four-year college or university is preferred, with a minimum of four years of work experience, including sales (preferably intangible) or business experience demonstrating achievement preferred; an equivalent combination of experience, education, and/or training may be approved by Human Resources.
Knowledge of economic and accounting principles and practices, financial markets, banking, and 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 to build client relationships.
Excellent problem-solving skills, including identifying client needs through effective questioning and listening.
Ability to persist in the face of obstacles and maintain optimism in the face of rejection.
Ability to accept criticism and handle high-stress situations calmly and effectively.
Ability to communicate portfolio losses while preserving client loyalty.
Ability to provide a high level of client service while focusing on what is best for clients’ personal wealth management.
Ability to network in the community and effectively market oneself and Raymond James.

Nice To Haves

Bachelor’s degree in Accounting, Business Administration, or Finance.
Four years of work experience, including sales (preferably intangible) or business experience demonstrating achievement.
FINRA Series 66, Series 7, and Securities Industry Essentials (SIE) examinations or certifications.

Responsibilities

Develop a client pipeline through prospecting, networking, community involvement, centers of influence, and niche development.
Manage the full client relationship by evaluating financial needs, investment opportunities, current holdings, and available investment capital, and helping clients identify investment objectives.
Recommend suitable investment products, solutions, and services based on client needs, time horizons, risk profiles, and preferences.
Seek expertise from internal resources to identify investment opportunities and solutions for clients.
Develop a book of business consistent with AMP program goals for assets under management and required production.
Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, master assessments, and meet minimum performance and production standards.
Perform other duties and responsibilities as assigned.