Raymond James & Associates, Inc., Research Division

Financial Advisor Trainee-Austin, TX

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

Austin, TX, United StatesOnsiteFull TimeTrainee$47,827 - $64,902 (estimated)Wealth Management
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About this role

The Financial Advisor Trainee participates in Raymond James’ Advisor Mastery Program (AMP), an entry-level rotational and training program combining distance learning, apprenticeship, and on-site instruction. The program prepares candidates to become Financial Advisors through mentorship and branch/team collaboration and supports long-term career development for both standalone advisors and team-based roles.

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Required Skills

  • Client Service
  • Prospecting
  • Networking
  • Investment Management
  • Financial Planning
  • Compliance
  • Sales
  • Communication
  • Account Management
  • CRM

Qualifications

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

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