Financial Advisor Trainee (Woodland Hills, CA)
$70,304–$80,500 year
On-siteWoodland Hills, California, United States
Job Summary
Develop client pipeline through prospecting, networking, and community involvement while managing full-scope client relationships by evaluating financial needs and investment opportunities. Recommend suitable investment products based on client risk profiles and preferences, then develop a book of business consistent with program goals for assets under management. Complete required training, obtain mandatory licenses, and master assessments to meet minimum performance and production standards. Effectively communicate portfolio losses while preserving client loyalty and network in the community to market Raymond James.
Required Qualifications
- Bachelor's degree (B.A) from four-year College or university
- minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement
- SIE license
- Series 7 & 66 license
- Life, Health and Variable Annuity license
Desired Qualifications
- Bachelor's degree (B.A) from four-year College or university preferred
- minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred
- equivalent combination of experience, education, and/or training as approved by Human Resources
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