AMP Financial Advisor

Raymond James•Saint Petersburg, FL

1d•Onsite

About The Position

The Advisory Mastery Program (AMP) is a unique development program at Raymond James designed to provide comprehensive training and support for individuals aspiring to a successful career as a Financial Advisor. This program focuses on equipping trainees with both technical and sales skills through education, training, and mentorship. Raymond James advisors are expected to provide sound financial advice and counsel that aligns with clients' objectives, time horizon, and risk tolerance. After the first year, successful AMP Advisors are expected to meet production targets that contribute to company revenue and help clients achieve their financial goals. The program aims for long-term development and success for new advisors.

Requirements

Knowledge of Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data
Basic principles and methods for showing, promoting, and selling products or services
Preparing and delivering clear, effective, and professional presentations
Strong communication and interpersonal skills to build relationships with clients
Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques
Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection
Accept criticism and deal calmly and effectively in high stress situations
Effectively communicate portfolio losses while preserving client loyalty
Provide a high level of client service with a strong focus remaining on what’s best for their personal wealth management
Network in the community and effectively market him or herself and Raymond James
Minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred
OR ~ An equivalent combination of experience, education, and/or training as approved by Human Resources
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

Nice To Haves

Bachelor’s degree (B.A) from four-year College or university preferred

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 based on predetermined client needs, time horizons, risk profile, and preferences
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
Performs other duties and responsibilities as assigned