Financial Advisor Trainee
Core
Trainee in a development program preparing for a career as a Financial Advisor, focusing on prospecting, client relationship management, and recommending investment solutions.
Role type
Financial Advisor Trainee (Advisory Mastery Program)
Builds
Client relationships and book of business for Raymond James
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
prospecting, networking, client needs analysis, investment product recommendation, financial data analysis, presentation delivery, problem solving, persistence, stress management
Preferred skills
Bachelor's degree in Business Administration or Finance, 4+ years of sales or business experience, ability to obtain Series 7, 66, SIE, and Life/Health/Variable Annuity licenses
Technologies
None stated
Responsibilities
Develop client pipeline through prospecting and networking; Evaluate client financial needs and investment objectives; Recommend suitable investment products and solutions; Complete required program training and obtain mandatory industry licenses; Meet minimum performance and production standards
Seniority
Entry-level Trainee
