AMP Financial Advisor (North Atlanta)

Raymond James•Atlanta, GA

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 both technical and sales skills and prepares new advisors for long-term development. Financial Advisors provide advice and counsel consistent with clients’ objectives, time horizons, and risk tolerance. Successful AMP Advisors are expected to meet production targets after their first year, contributing to company revenue and helping clients pursue their financial goals. The role involves completing assignments and rotations across areas related to financial services under varying levels of supervision, developing skills for a specific role in the organization, building a client pipeline and book of business, and managing client relationships. Advisors evaluate client needs and holdings and recommend suitable investment products, solutions, and services. The position also requires completion of program training, industry licensing, assessments, and performance and production standards. The position is based in North Atlanta, has a resident workstyle, and requires less than 25% travel. The compensation package includes base salary or wages and may include additional compensation such as cash or equity, discretionary bonuses, or commissions. Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid time off; and parental leave. Eligibility and specific offerings may vary by position and employment status.

Requirements

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.
Skill in preparing and delivering clear, effective, and professional presentations.
Strong communication and interpersonal skills to build relationships with clients.
Excellent problem-solving skills, including identifying client needs through effective questioning and listening.
Ability to persist through obstacles and maintain optimism in the face of rejection.
Ability to accept criticism and deal calmly and effectively in high-stress situations.
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.
Minimum of four years of working experience, including sales (preferably intangible) or business experience demonstrating achievement, or an equivalent combination of experience, education, and/or training approved by Human Resources.
Obtain mandatory industry licenses within prescribed timeframes; certifications listed include S66, S7, and the Securities Industry Essentials Exam (SIE).

Nice To Haves

Bachelor’s degree from a four-year college or university preferred.
Sales experience, preferably involving intangible products or services, or business experience demonstrating achievement.
Education in accounting, business administration, or finance.

Responsibilities

Develop a client pipeline through prospecting, networking, community involvement, centers of influence, and development of niches.
Manage the full client relationship by evaluating financial needs, investment opportunities, current holdings, and available investment capital, and help clients identify investment objectives.
Recommend investment products, solutions, and services suitable for prospects and clients 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.