AMP Financial Advisor - West Hartford, CT

Raymond James • West Hartford, CT

1d • Onsite

About The Position

The Advisory Mastery Program (AMP) is a development program that provides training, support, education, and mentorship to prepare trainees for a career as a Financial Advisor. The program develops technical and sales skills and is intended to support new advisors’ long-term growth. Raymond James advisors provide financial advice consistent with clients’ objectives, time horizons, and risk tolerance. After their first year, successful AMP Advisors meet production targets that contribute to company revenue and help clients pursue their financial goals.

The role involves developing a client pipeline, managing client relationships, evaluating financial needs and investment opportunities, and recommending suitable investment products and services. Advisors also build a book of business consistent with AMP program goals. Participants complete program training and assignments, obtain required industry licenses within prescribed timeframes, and meet assessment, performance, and production standards. The position is based in West Hartford, Connecticut, and requires less than 25% travel.

Requirements

• A minimum of four years of work experience, including sales (preferably intangible) or business experience demonstrating achievement, is preferred; alternatively, an equivalent combination of experience, education, and/or training may be approved by Human Resources.
• SIE is required unless an exemption or grandfathering applies.
• Series 7 and Series 66 are required.
• Life, Health, and Variable Annuity licenses, or the ability to obtain them within six months from the start of the 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 presenting, promoting, and selling products or services.
• Ability to prepare and deliver clear, effective, professional presentations.
• Strong communication and interpersonal skills for building client relationships.
• Excellent problem-solving skills, including identifying client needs through effective questioning and listening.
• Persistence in the face of obstacles and optimism in the face of rejection.
• Ability to accept criticism and deal calmly and effectively with high-stress situations.
• Ability to communicate portfolio losses while preserving client loyalty.
• Ability to provide a high level of client service while prioritizing 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 from a four-year college or university, preferably in accounting, business administration, or finance.
• Sales experience, preferably involving intangible products or services, or business experience demonstrating achievement.

Responsibilities

• Develop a client pipeline through prospecting, networking, community involvement, centers of influence, and development of niches.
• Manage the full scope of client relationships by evaluating financial needs, investment opportunities, current holdings, and available investment capital, and help clients identify investment objectives.
• Recommend investment products, solutions, and services suited to prospects’ and clients’ needs, time horizons, risk profiles, and preferences.
• Use internal resources to identify investment opportunities and solutions for clients.
• Develop a book of business consistent with AMP 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.

Benefits

• Medical, dental, and vision coverage may be included.
• Life insurance, critical illness insurance, and accident insurance may be included.
• Disability benefits may be included.
• Retirement savings may be included.
• Paid time off, including vacation, holidays, and sick leave, may be included.
• Parental leave may be included.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level