Raymond James & Associates, Inc., Research Division

Financial Advisor Trainee - PCG (Franklin, TN)

Raymond James & Associates, Inc., Research Division(5 months ago)

United States, Franklin, TNOnsiteFull TimeTrainee$41,133 - $56,151 (estimated)Financial Services
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About this role

The Financial Advisor Trainee joins the Advisor Mastery Program (AMP), a blended training and apprenticeship that prepares candidates to become Financial Advisors at Raymond James. The program combines distance learning, mentorship, and headquarters-based training to provide comprehensive education and professional development. It guides participants through licensing and career-path milestones to transition into advisor roles.

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Required Skills

  • Client Service
  • Prospecting
  • Financial Planning
  • Investment Management
  • Sales
  • Compliance
  • Account Opening
  • Portfolio Monitoring
  • Networking
  • Communication

Qualifications

  • Bachelor's Degree
  • Securities Industry Essentials (SIE)
  • Series 7
  • Series 66
  • Life, Health & Variable Annuity License

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