AMP Financial Advisor

Overview 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 equip the incumbent to move into a specific role in the organization. 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. Recommend investment products, solutions, and services that are 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. Knowledge 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. Skills 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. Abilities 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 on what’s best for their personal wealth management. Network in the community and effectively market oneself and Raymond James. Education and Experience Bachelor’s degree (B.A.) from a four‑year college or university preferred, with a minimum of four (4) years of working experience, including sales (preferably intangible) or business experience demonstrating achievement. Equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses and Certifications SIE required, provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program. Series 7 & 66 or ability to obtain within 4 months from start of program. Life, Health and Variable Annuity or ability to obtain within 6 months from start of program. Compensation and Work Requirements Salary range: $70,304.00–$75,000.00. Travel: less than 25%. Work style: resident. Benefits The 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. The 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. Company Commitment 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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr Raymond James