Financial Advisor Trainee

Position Overview:

• This is a holistic training program for the next generation of Financial Advisors at Raymond James.
• The role balances new client development, sales activities, investment management, customer service, and compliance.

Key Responsibilities:

• Meet production targets and develop a book of business consistent with program goals.
• Evaluate clients' financial needs, recommend suitable investments, and manage full client relationships.
• Obtain mandatory licenses and complete all program training and assignments.

Candidate Profile:

• Bachelor's degree preferred with at least three years of relevant sales or business experience.
• Strong communication, networking, and resilience skills to handle rejection during prospecting.
• Ability to obtain SIE, Series 7, and Series 66 licenses within required timeframes.

Benefits:

• Comprehensive benefits package including medical, dental, vision, life, disability, and retirement savings.
• Paid time off includes vacation, holidays, and sick leave, plus parental leave.
• People-first culture with a focus on professional growth and diversity.