Financial Advisor Trainee (Mandeville, LA)
Fwainvest
- # Financial Advisor Trainee (Mandeville, LA)Applylocations: Mandeville, Louisiana - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011297**Job Description Summary**Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.**Job Description****Job Summary**Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client’s objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.**Essential Duties and Responsibilities*** Become trained and skilled to effectively and efficiently perform the Financial Advisor role:* If hired as a team candidate, the team will provide the specific goals and expectations.* Meets production targets that impact overall company revenue goals.* Develops a book of business consistent with AMP program goals for assets under management and required production.* Provides a high level of client service.* Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital.* Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.* Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.* 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.* Opens, transfers, and closes customer accounts.* Maintains appropriate account records while monitoring the customer's portfolio.* Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.* Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.* Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.* Stays abreast of investment products, industry rules and regulations, and financial planning.* Performs other duties and responsibilities as assigned.**Knowledge of*** Economic and accounting principles and practices.* Financial markets, banking, and financial data analysis and reporting.* Basic principles and methods for showing, promoting, and selling products or services.* Firm’s working structure, policies, mission, strategies, and compliance guidelines.**Skill in*** Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.* Identifying the needs of customers through effective questioning and listening techniques.**Ability to*** Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.* Continuously learn investment products, industry rules and regulations, and financial planning.* Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.* Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.* Establish and maintain effective working relationships with clients and colleagues.* Persevere, handle rejection and show resilience during the prospecting and networking process.* Network in the community and effectively market him or herself and Raymond James.* Demonstrate persistence in the face of obstacles.* Accept criticism and deal calmly and effectively in high stress situations.**Education/Previous Experience*** Bachelor’s Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.**Licenses/Certifications*** SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.* Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.* Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.**Education**Bachelor’s**Work Experience**General Experience - 7 to 12 months**Certifications****Travel**Less than 25%**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.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 firmAt 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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- J-18808-Ljbffr Fwainvest
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor Trainee (Mandeville, LA) in Mandeville, LA vacancy
- Fwainvest is seeking a Financial Advisor Trainee based in Mandeville, LA, to develop skills in financial services through the Advisor Mastery Program. You will learn to build an individual practice while balancing client development and investment management. This is a...TraineeshipFull time
- ...Management - Private Client Investment Associate - Mandeville, LA Join to apply for the J.P. Morgan Wealth... ...offer the best investment solutions to meet their financial needs. Job Responsibilities Support Advisors book of business including but not limited to facilitating...Suggested
$52k
...of the following branches: 500 S Morrison Blvd Ste B Hammond, LA 70403 1805 SW Railroad Ave Ste 1805B, Hammond, LA 70403 70488... ...1 LA-1077 Suite 250, Covington, LA 70433 1347 N Causeway Blvd, Mandeville, LA 70471 56450 Frank J. Pichon Dr, Slidell, LA 70458 We offer...TraineeshipImmediate start- ...is seeking an experienced and skilled CNA Trainer to join our Mandeville, Louisiana location. As a CNA Trainer, you will play a vital role... ...Conducting regular evaluations and assessments of trainees to ensure they meet the necessary standards Collaborating with...Traineeship
IntelyCare
Mandeville, LA10 hours ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Mandeville, LA3 days ago$61k - $250k
Northwestern Mutual is seeking a financial advisor in Mandeville, Louisiana, to develop client relationships and create personalized financial plans. The role emphasizes entrepreneurial skills, with performance-based earnings ranging from $61,000 to $250,000 annually based...$52k
Enterprise Holdings is looking for candidates to join their Management Training Program in Mandeville, Louisiana. This role offers a competitive salary of $52,000 annually and involves learning to run a branch through hands-on experience and training. The ideal candidate...Traineeship- A leading mobility solutions provider is hiring for a Management Training Program in Mandeville, Louisiana. This role is designed to develop future managers through hands-on training in sales, customer service, and operations at local branches. Candidates should possess...TraineeshipLocal area
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Nothwestern Mutual is seeking College Financial Representatives in Mandeville, Louisiana. This internship allows you to build a financial planning practice while engaging with local and nationwide experts. Responsibilities include prospecting clients, developing business...Full timeInternshipLocal area
$255k - $298.5k
...to the Associate Medical Director ~ You will work onsite at the Clinic location Additional Information : ~ North Shore, LA #LI-KD2 Scheduled Weekly Hours 40 Pay Range The compensation range below reflects a good faith estimate of starting base...Full timeTemporary workApprenticeshipCenterwell
Covington, LA4 days ago- Hancock Whitney Corp. is hiring a Universal Banker in Mandeville, Louisiana. The role involves building client relationships, educating on digital banking services, and processing financial transactions. Candidates should have at least a high school diploma, with a preference...Full timeAfternoon shift
$650 per week
...Full Description Vision Truck Line LLC Equal Employment Opportunity employer (EEO) Trainee Opening: Yes, straight salary pays for 4 to 6 weeks of Training - $650/week Earning per week: $ 1,200 to $ 1,400 Training Pay: $650 per week Training Duration: 4...TraineeshipContract workVision Truck Lines
Mandeville, LA2 days ago- ...extensive in-house training or apprenticeship program. Experience and Other Requirements Three to five years similar or related financial institution experience. On-going ability to keep abreast of changing policies and procedures. Proven knowledge of credit union branch...ApprenticeshipWork at office
- Northern Gulf Services Llc is seeking a full-time Plumber Apprentice/Project Manager to join their team in Mandeville, Louisiana. In this role, you will perform service and installation of plumbing systems in commercial environments. Ideal candidates will have a valid...Full timeApprenticeshipFlexible hours
- ...production of donations get processed and ready to put on the store floor. 3. To act as a positive role model for employees and trainees in all aspects of professional performance. 4. To produce donated goods in the backroom adequately. To create a positive public...TraineeshipHourly payWork experience placementFlexible hoursShift workNight shift
- Metairie-Bank is looking for a Mortgage Loan Originator in Mandeville, Louisiana. The role involves conducting interviews to assess borrowing needs, preparing lending packages, and reviewing loan applications. Candidates should have at least 5 years of experience in mortgage...
$56.5k
...Overview Start your career with Enterprise Mobility! We’re currently hiring for our respected Sales Management Trainee Program. Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you...TraineeshipHourly payFull timeCurrently hiringWork at officeImmediate startEnterprise
Mandeville, LA4 days ago$11 per hour
...Emergency Medical Responder Trainee to Emergency Medical Responder in 10 days! Accelerated EMR class Get Paid to Train for a Rewarding Career! Acadian Ambulance Service is offering an opportunity for you to take a step into a new career field. Become an Emergency...TraineeshipFull timeImmediate startRemote workMonday to FridayAcadian Ambulance Service
Covington, LA1 day ago- Ontario Trillium Foundation in Mandeville is looking for a Universal Banker to provide excellent customer service while performing account opening and maintenance. This role requires 3+ years of retail banking experience and strong organizational, communication, and problem...
- ...Preferred - Completion of phlebotomy course Work Experience Required - None Certifications Preferred - Current license or trainee license in the state of practice Knowledge Skills and Abilities (KSAs) Must have computer skills and dexterity required for...TraineeshipWork experience placementLocal areaImmediate startFlexible hours
Ochsner Health
Covington, LA3 days ago - ...Clinical Laboratory Testing experience. Certifications Required - Current Clinical Lab Scientist Technician, OR Generalist Trainee permit or Lab Assistant license in the state of practice (if applicable) and must obtain Clinical Lab Scientist Technician license...TraineeshipFull timeWork experience placementLocal areaImmediate start
Ochsner Health
Covington, LA3 days ago $50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities....Hourly payContract workWork experience placementRemote workFlexible hoursData Annotation
Mandeville, LAa month ago$14 per hour
...Express Maintenance Technician Lakeside Toyota - Service Metairie, LA Job Responsibilities Perform multipoint inspections. Communicate additional service/repair needs to service advisors. Service universal joints, grease fittings, and steering knuckles...Hourly payTemporary workApprenticeshipLakeside Toyota
Covington, LA23 days ago- Description A-1 Electrical Contractors Inc. is currently expanding its electrical specialists team. A-1 is seeking experienced commercial electricians to join our Greater New Orleans and North Shore projects on a full-time basis. Skills and Abilities: Knowledge...Full timeFor contractorsApprenticeshipLocal area
A-1 ELECTRICAL CONTRACTORS INC.
Mandeville, LA10 hours ago $39.6k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hoursRegions Bank
Covington, LA4 days ago- Traveling Equipment Operator - South Region Job Category: Operations Requisition Number: TRAVE001125 Full-Time Locations: North Charleston, SC 29418, USA +7 more locations Job Details Job Duties and Responsibilities: Operating, maintaining, repairing, and...Full timeApprenticeship
$16 - $24 per hour
...Shift Supervisor Trainee At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated... ...of pay and benefits investing in the physical, emotional, and financial wellness of our colleagues and their families to help them be...TraineeshipHourly payFull timeTemporary workPart timeLocal areaFlexible hoursShift workNight shiftWeekend workDay shiftEarly shift- 40+ hours per week as needed to meet the project needs. Qualifications 5+ years hands-on experience supervising construction projects. Job Posting Commercial Construction Project Manager Full-time, Mid-Senior Level We are seeking an experienced Project Manager for DonahueFavret...Full timeFor contractorsApprenticeshipFor subcontractor
$50 - $60 per hour
...finance professionalswith advanced degrees (MBA+) and professional experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. Inthis...Hourly payFull timeContract workPart timeWork experience placementRemote workData Annotation
Mandeville, LA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor Trainee (Mandeville, LA). Be the first to apply!
Related searches
- financial banking Mandeville, LA
- financial sales Mandeville, LA
- international management trainee Mandeville, LA
- construction management trainee Mandeville, LA
- store management trainee Mandeville, LA
- insurance sales trainee Mandeville, LA
- entry level financial advisor
- ex financial advisor
- jde finance consultant
- oracle ebs finance functional consultant