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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 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.

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.

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.

+ 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.

Education/Previous Experience

+ 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.

+ OR ~

+ An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

+ 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.