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About the Role
The Advisory Mastery Program (AMP) is a development program designed to train and support individuals for a career as a Financial Advisor. The program offers comprehensive education, training, and mentorship in both technical and sales skills, aiming to position new advisors for success and long-term development. Successful AMP Advisors contribute to company revenue and help clients achieve their financial goals.
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.
- Recommend investment products, solutions, and services suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
- Seek expertise of 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, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards.
- Perform other duties and responsibilities as assigned.
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 showing, 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 to identify client needs through effective questioning and listening techniques.
- Ability to demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
- Ability to accept criticism and deal calmly and effectively in high-stress situations.
- Ability to effectively communicate portfolio losses while preserving client loyalty.
- Ability to provide a high level of client service with a strong focus on personal wealth management.
- Ability to network in the community and effectively market oneself and Raymond James.
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 & 66 required.
- Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.
Skills
- Financial Advisor
- Client Relationship Management
- Investment Recommendations
- Sales
- Presentation Skills
- Communication Skills
- Interpersonal Skills
- Problem Solving
- Networking
- Marketing
Location
- Resident
Work Type
- Full-time
Experience Level
- 3 to 6 years
Education Level
- Bachelor's degree (B.A.)
- Bachelor's: Accounting
- Bachelor's: Business Administration
- Bachelor's: Finance
Salary/Compensations
- $62,353.20-$87,500.00
Benefits
- Medical
- Dental
- Vision
- Life insurance
- Critical illness insurance
- Accident insurance
- Disability benefits
- Retirement savings
- Paid time off (including vacation, holidays, and sick leave)
- Parental leave
About the Company
- At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
- We expect our associates at all levels to: Grow professionally and inspire others to do the same, Work with and through others to achieve desired outcomes, Make prompt, pragmatic choices and act with the client in mind, Take ownership and hold themselves and others accountable for delivering results that matter, Contribute to the continuous evolution of the firm.
- At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.