Raymond James
Financial Advisor Trainee (Fort Smith, AR)
AR - Fort Smith - 6501 Phoenix Ave, United States of America
Sponsorship not specifiedDetected 7 hours ago
Data AnalysisAccountingCustomer SupportAR/VRCommunication
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odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
- The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development.
Responsibilities
- 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.
- In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice.
- In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
- Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
- Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
- Maintains appropriate account records while monitoring the customer's portfolio.
Requirements
- Bachelor's, Bachelor's: Business Administration, Bachelor's: Finance
- Develops a book of business consistent with AMP program goals for assets under management and required production.
- Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
- Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
Skills
- Job Description Summary
- The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success.
Compensation
- 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.
Company info
- Meets production targets that impact overall company revenue goals.
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This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.