Raymond James & Associates, Inc., Research Division

AMP Financial Advisor- Panama City, FL

Raymond James & Associates, Inc., Research Division(29 days ago)

Panama City, FL, United StatesOnsiteFull TimeTrainee$33,592 - $46,279 (estimated)Wealth Management
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About this role

The Advisory Mastery Program (AMP) at Raymond James is a development program that trains and prepares participants for a career as a Financial Advisor. The program provides comprehensive education, technical and sales training, and mentorship to build advisory skills and a book of business. Graduates are positioned to manage client relationships, recommend investment solutions, and meet production targets tied to assets under management.

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Required Skills

  • Client Prospecting
  • Financial Planning
  • Investment Analysis
  • Relationship Management
  • Sales
  • Presentation
  • Communication
  • Networking
  • Problem Solving
  • Regulatory Licensing

Qualifications

  • Bachelor's: Accounting
  • Bachelor's: Business Administration
  • Bachelor's: Finance
  • Securities Industry Essentials (SIE)
  • Series 7
  • Series 66
  • Life, Health and Variable Annuity License

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