Raymond James & Associates, Inc., Research Division

Financial Advisor Trainee (Kirkland, WA)

Raymond James & Associates, Inc., Research Division(1 month ago)

Kirkland, WA, United StatesOnsiteFull TimeTrainee$34,652.8 - $80,000.13Wealth Management
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About this role

The Financial Advisor Trainee participates in Raymond James’ Advisor Mastery Program (AMP), a distance-learning and apprenticeship program that prepares candidates to become Financial Advisors. Through mentorship and training at the firm’s headquarters, trainees receive technical and sales education and are positioned for long-term development as standalone advisors or team members.

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Required Skills

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

+1 more

Qualifications

  • Bachelor's Degree
  • Bachelor's: Business Administration
  • Bachelor's: Finance
  • SIE
  • Series 7
  • Series 66
  • Life Insurance License
  • Health Insurance License
  • Variable Annuity License

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