Financial Advisor Trainee-Houston, TX
On-site · Houston, Texas, United States
Job Summary
The Financial Advisor Trainee will go through the Advisor Mastery Program (AMP) involving distance learning, apprenticeship, and training at Raymond James. Trainees will learn to build an individual practice by balancing client development, sales activities, investment management, and customer service. Duties include developing a book of business, managing client relationships, recommending suitable investment products, maintaining client records, and obtaining required industry licenses. Candidates should be skilled in organization and have strong communication abilities. A Bachelor’s degree and relevant experience in sales or business are preferred.
Required Qualifications
- Bachelor’s Degree (B.A.) from four-year college or university preferred
- Three (3) years of relevant working experience
- Licenses/Certifications: SIE required; Series 7 and Series 66 (ability to obtain within four months); Life, Health and Variable Annuity (ability to obtain within six months)
Desired Qualifications
- Demonstrated achievement in sales preferably intangible or business environment
- Ability to network in the community and market effectively
- Resilience in prospecting and networking
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