Raymond James & Associates, Inc., Research Division

AMP Financial Advisor-The Woodlands, TX

Raymond James & Associates, Inc., Research Division(4 months ago)

The Woodlands, TXOnsiteFull TimeTrainee$36,050 - $49,499 (estimated)Financial Advisory
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About this role

The Advisory Mastery Program (AMP) is a development program at Raymond James that trains and mentors individuals to become Financial Advisors. It provides comprehensive technical and sales education, hands-on mentorship, and structured support to prepare advisors for client-facing roles. Successful participants are expected to build a book of business and meet production targets after the program.

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Required Skills

  • Prospecting
  • Networking
  • Relationship Management
  • Financial Analysis
  • Presentations
  • Communication
  • Problem Solving
  • Sales
  • Client Service
  • Portfolio Management

Qualifications

  • Bachelor's Degree (Accounting/Business/Finance)
  • High School Diploma
  • Securities Industry Essentials (SIE)
  • Series 7
  • Series 66
  • Life and Health License (or obtain within 6 months)
  • Variable Annuity License (or obtain within 6 months)

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