JobMesh

AMP Financial Advisor

Raymond James · San Antonio, Texas, US

Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying level...

Job description

Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description: 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. Essential Duties and Responsibilities: Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvemen...