Financial Advisor Trainee - PCG-The Woodlands, TX
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About The Position
The Financial Advisor Trainee position at Raymond James is designed to provide a comprehensive education through the Advisor Mastery Program (AMP), which combines distance learning, apprenticeship, and training at the firm's international headquarters. This program aims to equip the next generation of financial advisors with the necessary technical and sales skills to ensure their success in the financial services industry. The Trainee will work closely with a Mentor, Branch Manager, and a team of Financial Advisors to develop their individual practice while balancing client development, sales activities, investment management, customer service, and compliance with personal and professional growth. As part of the AMP, the Trainee will learn to provide clients with sound financial advice that aligns with their objectives, time horizons, and risk tolerances. The program emphasizes long-term development, whether the candidate aims to become a stand-alone Advisor or join an existing team. The Trainee will be expected to meet production targets that contribute to the overall revenue goals of the company, develop a book of business, and maintain a high level of client service. This role requires managing the full scope of client relationships, evaluating financial needs, and recommending suitable investment products and solutions. The position also involves completing required training and obtaining necessary industry licenses within specified timeframes. The Trainee will stay informed about investment products, industry regulations, and financial planning to ensure they can effectively serve their clients. Overall, this role is pivotal in shaping the future of financial advising at Raymond James, fostering a culture of continuous learning and professional development.
