Raymond James & Associates, Inc., Research Division

Financial Advisor Trainee

Raymond James & Associates, Inc., Research Division(2 months ago)

United States, Indianapolis, INOnsiteFull TimeTrainee$48,699 - $65,984 (estimated)Wealth Management
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About this role

The Advisor Mastery Program (AMP) at Raymond James is a structured training program combining distance learning, apprenticeship, and in-person training to prepare new Financial Advisors. The Financial Advisor Trainee works with a mentor and branch team to develop an individual advisory practice, complete required licensing, and learn the firm's processes. The program supports long-term development for candidates aiming to be standalone Advisors or join existing teams.

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Required Skills

  • Client Service
  • Sales
  • Prospecting
  • Networking
  • Financial Planning
  • Investment Management
  • Compliance
  • Relationship Management
  • Communication
  • Time Management

Qualifications

  • Bachelor’s Degree
  • High School Diploma
  • Securities Industry Essentials (SIE)
  • Series 7
  • Series 66
  • Life Health and Variable Annuity

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