Advisor Mastery Program

Essential Duties and Responsibilities
•    Assist with onboarding new clients including opening accounts and updating Client Relationship Management systems.
•    Develop financial plans leveraging MoneyGuidePro financial planning software.
•    Partner with Financial Advisors in branch or complex to present financial plans with advisor's clients.
•    Leverage financial advisor technology resources and brand and brand utilization of the resources in the branch or complex.
•    Learn and practice client relationship foundations by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
•    Practice business development strategies, in conjunction with coaching and mentorship to prepare for developing a book of business as a Financial Advisor in the AMP program.
•    Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
•    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.

Knowledge, Skills, and Abilities
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.
•    Fundamental investment concepts, practices and procedures used in the securities industry.
•    Financial markets and products.

Skill in
•    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.

Ability to
•    Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
•    Leverage technology for maximum effectiveness
•    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.

Educational/Previous Experience Requirements
Education/Previous Experience
•    Bachelor’s degree (B.A) from four-year College or university preferred.
•    OR ~
•    A minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
•    OR ~
•    An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
•    None required