AMP- Financial Advisor

AMP
- Financial Advisor at Raymond James

Join to apply for the AMP
- Financial Advisor role at Raymond James.

The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long‑term development.

After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.

• 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.
• Recommend investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
• Seek expertise of internal resources to identify investment opportunities and solutions for clients.
• Develop a book of business consistent with AMP program goals for assets under management and required production.
• Complete required program training and assignments, obtain mandatory industry licenses within prescribed time frames, master assessments and meet minimum performance and production standards.
• Perform other duties and responsibilities as assigned.

• 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.

• 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.

• Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
• Accept criticism and deal calmly and effectively in high‑stress situations.
• Effectively communicate portfolio losses while preserving client loyalty.
• Provide a high level of client service with a strong focus on what’s best for their personal wealth management.
• Network in the community and effectively market self and Raymond James.

• Bachelor’s degree (B.A.) from a four‑year college or university preferred, and a minimum of four (4) years of working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
• OR equivalent combination of experience, education, and/or training as approved by Human Resources.

• Securities Industry Essentials (SIE) required; provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program.
• Series 7 and 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.

• General experience: 13 months to 3 years.

Resident.

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.