Financial Advisor Trainee; Lafayette, LA

Job Summary

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, obtaining mandatory industry licenses within prescribed time frames, mastering assessments and meeting minimum performance and production standards.
• Perform other duties and responsibilities as assigned.

• Basic knowledge of economic and accounting principles, financial markets, banking, and 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.
• Demonstrated persistence, optimism, calmness, and ability to communicate portfolio losses while preserving client loyalty.

Education/Previous

Experience:

• 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.

Licenses/Certifications:

• 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.

• Travel: less than 25%.
• Workstyle:
  Resident.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave);

and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

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