Financial Advisor Trainee

🔥 16 hours ago

🎸 Tennessee – Remote

🎸 Tennessee – Remote

⏰ Full Time

⚪️ Entry-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• Complete distance learning, apprenticeship, and training at Raymond James’ international headquarters • Learn to build an individual financial advisory practice with guidance from a Mentor, Branch Manager, and/or Financial Advisor team • Balance client development, sales activities, investment management, customer service, compliance, and professional development • Provide clients with financial advice consistent with their objectives, time horizon, and risk tolerance • Develop a book of business aligned with AMP asset-under-management and production goals • Provide a high level of client service • Evaluate clients’ financial needs, investment opportunities, current holdings, and available investment capital • Develop a client pipeline through prospecting, networking, community initiatives, centers of influence, and niche development • Recommend suitable investment products, solutions, and services • Open, transfer, and close customer accounts • Maintain account records and monitor customer portfolios • Make recommendations based on economic and financial conditions and client needs • Obtain and verify purchase and sale instructions, enter orders, and follow up on transactions • Complete required program training and assignments, master assessments, and meet performance and production standards • Stay current on investment products, industry rules and regulations, and financial planning

🎯 Requirements

• Bachelor’s Degree (B.A.) from a four-year college or university preferred • Minimum of three (3) years of relevant working experience, demonstrating achievement in sales or a business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources • SIE required unless an exemption or grandfathering applies, or ability to obtain within four (4) months from the start of the program • Series 7 and Series 66 required, or ability to obtain them within four (4) months from the start of the program • Life, Health and Variable Annuity licenses required, or ability to obtain within six (6) months from the start of the program • Knowledge of economic and accounting principles and practices • Knowledge of financial markets, banking, and financial data analysis and reporting • Knowledge of methods for promoting and selling products or services • Skill operating client relationship management systems and other required software applications • Ability to identify customer needs through questioning and listening techniques • Ability to manage multiple detailed tasks and changing priorities in a fast-paced environment • Ability to communicate effectively orally and in writing • Ability to establish effective working relationships with clients and colleagues • Ability to persevere, handle rejection, and demonstrate resilience during prospecting and networking • Less than 25% travel

🏖️ Benefits

• Medical, dental, and vision insurance • Life insurance • Critical illness insurance • Accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave • Professional training and development through the Advisor Mastery Program