Raymond James

Financial Advisor Trainee-Johnson City, TN

Johnson City, Tennessee - United States, USA

Sponsorship not specifiedDetected 1 day ago

Data AnalysisAccountingCustomer SupportCommunication

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.

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.

Bachelor's: Accounting, 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.

Job Description Summary
The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success.

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.

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
Meets production targets that impact overall company revenue goals.

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.