Raymond James · 1 month ago
AMP Financial Advisor -Birmingham, AL
Birmingham, Alabama - United States
Full-time
Onsite
Entry Level
1+ years expRaymond James is a financial services firm, and they are seeking candidates for their Advisory Mastery Program (AMP) designed to prepare trainees for a successful career as Financial Advisors. The program offers comprehensive education, training, and mentorship, equipping new advisors with the skills needed to build client relationships and meet financial goals.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Become trained and skilled to effectively and efficiently function in the Financial Advisor role:
Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches
Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences
Seeks expertise of internal resources to identify investment opportunities and solutions for clients
Develops a book of business consistent with AMP program goals for assets under management and required production
Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards
Performs other duties and responsibilities as assigned
Qualification
Required
SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program
Series 7 & 66 or ability to obtain within 4 months from start of program
Life, Health and Variable Annuity or ability to obtain within 6 months from start of program
Bachelor's: Business Administration, Bachelor's: Finance, Bachelor's (Required)
General Experience - 13 months to 3 years
Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data
Basic principles and methods for showing, promoting, and selling products or services
Skill in preparing and delivering clear, effective, and professional presentations
Strong communication and interpersonal skills to build relationships with clients
Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques
Ability to demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection
Ability to accept criticism and deal calmly and effectively in high stress situations
Ability to effectively communicate portfolio losses while preserving client loyalty
Ability to provide a high level of client service with a strong focus remaining on what's best for their personal wealth management
Ability to network in the community and effectively market him or herself and Raymond James
Preferred
Bachelor's degree (B.A) from four-year College or university preferred
Minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase