AMP Advisor
| Company | Raymond James Financial |
|---|---|
| Location | Frisco, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
- Basic principles and methods for showing, promoting, and selling products or services.
- Preparing and delivering clear, effective, and professional presentations.
- Strong communication and interpersonal skills to build relationships with clients.
- Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.
- Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
- Accept criticism and deal calmly and effectively in high stress situations.
- Effectively communicate portfolio losses while preserving client loyalty.
- Provide a high level of client service with a strong focus remaining on what’s best for their personal wealth management.
- Network in the community and effectively market him or herself and Raymond James.
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 & 66 required.
- Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.
Responsibilities
- Become trained and skilled to effectively and efficiently function in the Financial Advisor role:
- Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
- Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
- Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
- Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
- Develops a book of business consistent with AMP program goals for assets under management and required production.
- Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
- Performs other duties and responsibilities as assigned.
Preferred Qualifications
- Bachelor’s degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
- An equivalent combination of experience, education, and/or training as approved by Human Resources.