AMP Financial Advisor Trainee

Job Summary

This role handles a range of tasks and assignments and completes rotations across different areas of financial services, under varying levels of supervision. The trainee builds the skills needed to move into a specific role within the organization.

Responsibilities

• Train and build skills to perform the Financial Advisor role effectively and efficiently.
• If hired as a team candidate, the team will set specific goals and expectations.
• Meet production targets that support overall company revenue goals.
• Build a book of business that aligns with AMP program goals for assets under management and required production.
• Deliver a high level of client service.
• Manage the full client relationship by evaluating each client's financial needs, investment opportunities, current holdings and available investment capital.
• Help clients define their investment objectives, clearly communicating portfolio losses when necessary while preserving client loyalty.
• Build a client pipeline through prospecting, networking, community involvement, centers of influence and niche development.
• Recommend investment products, solutions and services suited to prospects and clients based on their needs, time horizons, risk profile and preferences.
• Work with internal resources to identify investment opportunities and solutions for clients.
• Open, transfer and close customer accounts.
• Maintain accurate account records while monitoring each customer's portfolio.
• Make recommendations that reflect changes in economic and financial conditions, client needs and objectives, and newly offered investments.
• Obtain and verify purchase and sale instructions, enter orders, and follow up on completed transactions.
• Complete required program training and assignments, obtain mandatory industry licenses within the set timeframes, pass assessments and meet minimum performance and production standards.
• Stay current on investment products, industry rules and regulations, and financial planning.
• Perform other duties and responsibilities as assigned.

Knowledge

• Economic and accounting principles and practices.
• Financial markets, banking, and financial data analysis and reporting.
• Basic principles and methods for presenting, promoting and selling products or services.
• The firm's structure, policies, mission, strategies and compliance guidelines.

Skills and Abilities

• Operate a client relationship management system and other required software to produce financial plans, correspondence, reports, electronic communications, spreadsheets and databases.
• Identify customer needs through effective questioning and listening.
• Organize, manage and track multiple detailed tasks with frequently changing priorities and deadlines in a fast-paced environment.
• Keep learning investment products, industry rules and regulations, and financial planning.
• Communicate effectively, orally and in writing, with all organizational levels.
• Keep relevant parties informed of decisions and changes, and explain the reasoning behind decisions.
• Build and maintain effective working relationships with clients and colleagues.
• Persevere through rejection and show resilience during prospecting and networking.
• Market yourself and Raymond James effectively in the community.
• Stay persistent in the face of obstacles, accept criticism, and remain calm in high-stress situations.

Travel and Workstyle

Travel is less than 25%. This is a resident position.

Compensation and Benefits

Total compensation includes base salary or wages and may include additional compensation (cash or equity), discretionary bonuses, or commissions. Benefits may include medical, dental and vision coverage, life and critical illness insurance, accident and disability benefits, retirement savings, paid time off, and parental leave. Eligibility and offerings may vary by position and employment status. Benefit details are available at Myrjbenefits.com.

Our Culture

Raymond James associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to uphold the firm's core values of client-first, integrity, independence and a conservative, long-term view. Associates at all levels are expected to grow professionally, work with others to reach goals, make prompt and pragmatic choices with the client in mind, take ownership of results, and help the firm continuously evolve.

Raymond James values a people-first culture that respects the uniqueness, experiences and backgrounds of all associates. The Company is an equal opportunity employer and makes employment decisions based on merit and business needs.