Financial Advisor Trainee (Coast and Valley)
Core
Train to become a Financial Advisor by developing client pipelines, evaluating financial needs, and recommending investment products and solutions.
Role type
Financial Advisor Trainee
Builds
Client relationships and a book of business for Raymond James
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
prospecting, networking, financial needs analysis, investment product recommendation, client relationship management, presentation delivery, problem solving, persistence, stress management
Preferred skills
Bachelor's degree, 4+ years of sales or business experience, intangible sales experience
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 production targets for assets under management
Seniority
Entry-level / Trainee