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Raymond James · 3 days ago

AMP Financial Advisor

Ponte Vedra Beach, FL

Full-time

Onsite

Entry Level

4+ years exp

Raymond James is a financial services firm that offers a unique development program called the Advisory Mastery Program (AMP) designed to prepare trainees for a successful career as a Financial Advisor. The role involves developing client relationships, managing investment opportunities, and providing sound financial advice while completing required training and obtaining necessary licenses.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

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

Financial advisingInvestment analysisClient relationship managementSales experienceEconomic principlesAccounting principlesLicenses SIELicenses Series 7Licenses Series 66Presentation skillsNetworkingClient servicePersistenceStress managementCriticism acceptanceMarketing skillsCommunicationInterpersonal skillsProblem solving

Required

Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred

OR ~ An equivalent combination of experience, education, and/or training as approved by Human Resources

SIE required provided that an exemption or grandfathering cannot be applied

Series 7 & 66 required

Life, Health and Variable Annuity or ability to obtain within 6 months from start of program

General Experience - 13 months to 3 years

Preferred

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

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)