- US-CA-Woodland Hill-Woodland hill
US-CA-Woodland Hill-Woodland hill
Advisor Mastery Program, Foundations-Woodland Hills, CA-2401668
Description
The AMP Foundations is a development program designed to create a pipeline for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities. Wealth Management Associate participants partner with Financial Advisors in a branch or complex to present financial plans with advisors clients. They also provide support to Financial Advisors and other branch stakeholders in a number of ways including leveraging Client Relationship Management Systems, on-boarding clients, opening accounts, and financial planning tools for client portfolios. Associates will provide technology training, support, and assistance with business development activities. The goal of the AMP Foundations is to prepare associates in all facets of financial advising with a focus on financial planning, leveraging technology tools, and business development. Wealth Management Associates will be trained on how to create and present financial plans to clients, use of technology solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate participants will also focus on obtaining designations and licenses to include the Securities Industry Essentials (SIE), Series 7, Series 66, and Wealth Management Specialist (WMS) designation. The AMP Foundations program offers comprehensive education, training and mentorship in both technical and sales skills. The approach of the program fully positions the participant for success and long-term development. At the conclusion of the program, associates will transition either into a branch team or stand alone AMP Advisor role.
Job Summary
Assist with onboarding new clients including opening accounts and updating Client Relationship Management systems.
Essential Duties and Responsibilities
Qualifications
Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
Knowledge, Skills, and Abilities
Knowledge of
Preparing and delivering clear, effective, and professional presentations.
Skill in
Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
Ability to
Bachelor's degree (B.A) from four-year College or university preferred.
Educational/Previous Experience Requirements
Education/Previous Experience
None required
Licenses/Certifications
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Financial Advisor Trainee Program
Primary Location
US-CA-Woodland Hill-Woodland hill
Organization
Western
Schedule
Full-time
Shift
Day Job
Travel
Yes, 10 % of the TimeSalary Range CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location)$50+KEligible for Discretionary BonusYes#LI-DG1