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Financial Advisor Trainee

Raymond James

Location:
United States , Raleigh

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Through the Advisor Mastery Program (AMP), offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success.

Job Responsibility:

Become trained and skilled to effectively perform the Financial Advisor role
Meet production targets that impact overall company revenue goals
Develop a book of business consistent with program goals
Provide a high level of client service
Manage the full scope of a client relationship
Help clients identify their investment objectives
Develop client pipeline by prospecting, networking, and community engagement
Recommend suitable investment products and services
Open, transfer, and close customer accounts
Maintain account records and monitor customer portfolios
Complete required program training and assignments
Stay abreast of investment products and regulations

Requirements:

Bachelor’s Degree (B.A.) from four-year college or university preferred
Minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment
SIE required or ability to obtain within four (4) months
Series 7 and Series 66 or ability to obtain within four (4) months
Life, Health and Variable Annuity or ability to obtain within six (6) months
Knowledge of economic and accounting principles and practices
Knowledge of financial markets, banking, and financial data analysis and reporting
Skill in operating client relationship manager system and other required software applications
Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment

Additional Information:

Job Posted:
March 10, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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