AMP Financial Advisor - New York, New York
$62.35k - $90kFwainvest
## AMP Financial Advisor - New York, New YorkApplylocations: New York, New York - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011313**Job Description Summary****Job Description**Job Description**Job Summary**The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.**Essential Duties and 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.**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.**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 the needs of clients through effective questioning and listening techniques.**Ability to*** 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.**Education/Previous Experience*** Bachelor’s degree (B.A) from four-year College or university preferred, and a 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.**Licenses/Certifications*** 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.**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance**Work Experience**General Experience - 3 to 6 years**Certifications**s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Salary Range**$62,353.20-$90,000.00**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
$62.35k - $90k
...Summary The Advisory Mastery Program (AMP) is a unique development program... ...prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound... ...approach of the program fully positions new advisors for success and long-term development...SuggestedTraineeshipWork experience placement$62.35k - $90k
...Advisory Mastery Program (AMP) Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk... ...The holistic approach of the program fully positions new advisors for success and long-term development. After...SuggestedWork experience placement$70k - $90k
...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... ...technical and sales skills to fully position new Advisors for success. In conjunction...SuggestedApprenticeshipTraineeshipWork experience placementWork at office- ...Entry Level - Financial Advisor - NY, New York Primary Location UNITED STATES-NY-New York Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed...SuggestedWork experience placementWork at officeLocal areaFlexible hours
$28.85 per hour
...Work Location: Flushing, New York, United States of America Hours: 40 Pay Details: $28.85 - $28.85 USD TD is committed... ...Line of Business: TD Wealth Job Description: The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...Job Description Job Description The Financial Professional position is a client-based role where you are in business for yourself, but not by yourself. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the...
$100k - $300k
Financial Representative - Wealth Management Career Track (Training Provided) Northwestern Mutual Midtown Manhattan, New York - On-Site Launch Your Career in Financial Services Are you looking... ...structured career path into Financial Advisor and Wealth Management Advisor...Work at office$137.77k
Financial Advisor (Entry-Level Training & Licensing Provided) - Northwestern Mutual, New York City Purple Unicorn Enterprises is hiring on behalf of Northwestern Mutual to fill an open Financial Advisor role in the Midtown Manhattan location. The role offers training, mentorship...Flexible hours$76.5k - $90k
...Financial Planner (New York) New York, New York, United States Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business...Temporary workWork at officeHome officeMonday to FridayFlexible hours- ...Job Description Job Description Fintech & Financial Services Mid-Level Associate (3rd–5th Year) Direct Counsel represents a well-... ...fintech business models strongly preferred ~ Admission to the New York and/or California Bar, or eligibility for admission ~...
- ...representing an Am Law 100 firm in its search for a Senior Associate to join its Project Development & Finance Practice in Houston, New York, or San Diego . Position: Associate – Finance – Project Development & Finance – Senior Location: Houston, New York, San...Work at office
$310k - $420k
...Job Description Job Description Financial Services Associate (4–7 Years) – New York or Washington, DC Direct Counsel is representing a nationally recognized law firm seeking a Financial Services Associate to join its Corporate & Finance practice in New York...$225k
...Job Description Job Description Structured Finance Associate (3+ Years) – New York, NY Overview Direct Counsel is seeking a Structured Finance Associate to join a leading law firm’s New York office. This role offers hands-on experience with complex securitization...Work at office- ...Job Description Job Description Job Title: Associate – Finance – Project Development & Finance Location: Houston, New York, San Diego Practice Group: Project Development & Finance Experience Level: Mid-Level Associate (3rd to 4th year) Firm: Direct...
$310k - $390k
...The New York office of Alston & Bird is seeking a Finance associate with 4-6 years’ experience. Successful candidates will have experience advising on repurchase and warehouse facilities, syndicated lines of credit, securitizations, and other secured finance transactions...Work at office$225k - $310k
...Alston & Bird's Corporate Debt team in New York and Los Angeles has an immediate need for Finance Associates with experience in syndicated lending, secured transactions, and other commercial finance transactions including borrower‑side private equity sponsored and non...Immediate start$6,500 per month
...Jack For New York: Senior Finance Associate Location: New York City, NY, 10001 Salary: $6,500 (Monthly) Healthcare: Employer-sponsored health insurance offered Company: Jack for New York Department: Finance Employment Type: Campaign Contact: hello...Full timeImmediate start$305k - $325k
...experience to join the firm's Corporate/Debt Finance practice. This opportunity is available in the firm's Denver, Los Angeles, or New York offices. The role involves representing both lenders and borrowers in sophisticated, complex debt financing transactions....$85k - $145k
...Wealth Advisor (Upstate New York) For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$310k - $390k
...The Finance group in New York is seeking a candidate with four to six years of Finance experience (i.e., class of 2022-2020). Expertise in various types of secured lending transactions and familiarity with drafting and negotiating security interest opinions would be ideal...Second jobWork at officeRemote workMonday to Thursday- ...Corporate Advisory (Finance) practice. The position is open in New York, Chicago, Los Angeles, Atlanta, Miami, or Dallas. This firm... ...wellness, with benefits supporting physical, emotional, and financial health. Real Rewards: Recognizing hard work and excellence...Work at office
- ...Job Description Vice President - Financial Advisory We are seeking a Vice President... ...in Beachwood, OH; Grandville, MI; New York, NY; or Dana Point, CA. This role is responsible... ...market, including Registered Investment Advisors (RIAs), Retirement Planning, Life...Night shift
$310k
Finance Associate / Senior Associate - New York Vinson & Elkins is seeking a finance associate or senior associate for its New York office. Candidates should have 4 or more years of experience (J.D. class of 2022 or earlier). A Vault Law 100 firm and one of the Best Law...Work at office$58.44k
...Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families... ...Personal Financial Counselor, Assignment Ready Counselor, PFC-New York Grade 24 Work Experience - Required Financial...Contract workTemporary workWork experience placementWork at office- ...Job Description Job Description Associate — Finance (Borrower Side) Locations: Boston, Century City, Chicago, New York, San Diego, Washington, D.C. Experience Level: Minimum of 1 year Overview: Direct Counsel is representing an AmLaw 100 firm seeking mid...Private practice
$127k - $168k
Strategic Financing Associate New York, NY CoreWeave is The Essential Cloud for AI . Built for pioneers by pioneers, CoreWeave delivers... ...and qualitative analysis on new ideas and concepts Excellent financial modeling and valuation skills, with a demonstrated track...Temporary workCasual workWork at officeRemote workFlexible hours- ...Capital Call (PECC) Financing, Associate - New York location_on New York, NY, United States... ...coverage teams Act as a trusted advisor to clients, delivering tailored subscription... ...credit roles Technical Skills: Advanced financial modeling and analysis; deep understanding...Full timeTemporary workWork at office
$130k - $175k
...Structured Corporate Finance Portfolio Management | Associate | New York About the Position This position offers the opportunity to... ...Assist deal team in preparation of borrower analytics including financial updates, financial modeling, credit approval packages, market...- Overview Associate, US NBFI Fund Finance job at CIBC. New York, NY. We're building a relationship-oriented bank for the modern world... ...CIBC.com What You'll Be Doing The Associate for the US Non-Bank Financials, Fund Finance team provides client coverage and transactional...Shift work
- New York, New York, United States About the program Our New Associate Program is a full-time program for individuals who have... ...empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to AMP Financial Advisor - New York, New York. Be the first to apply!
- senior financial advisor New York, NY
- financial planning assistant New York, NY
- senior wealth advisor New York, NY
- work from home financial advisor New York, NY
- junior financial advisor New York, NY
- financial consultant New York, NY
- wealth advisor associate New York, NY
- financial advisor associate New York, NY
- financial advisor wealth manager New York, NY
- patient financial counselor New York, NY


