AMP Financial Advisor Trainee - Hunt Valley, MD
Core
Trainee in the Advisor Mastery Program (AMP) learning to build an individual financial advisory practice through distance learning, apprenticeship, and rotations.
Role type
Financial Advisor Trainee (IC)
Builds
Individual client practices and book of business for Raymond James Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales, client relationship management, investment product knowledge, prospecting, compliance, order execution
Preferred skills
Bachelor's degree in Accounting/Business/Finance, 3+ years sales/business experience, resilience, networking
Technologies
Client relationship management systems, spreadsheets, databases
Responsibilities
Develop client pipeline through prospecting and networking; recommend investment products and solutions; manage full scope of client relationships; meet production targets; complete mandatory industry licenses (SIE, Series 7/66, Life/Health/Annuity); maintain account records and monitor portfolios.
Seniority
Entry-level Trainee