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Job Snapshot
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Employee Type:
Full-Time -
Location:
The Woodlands, TX -
Job Type:
-
Experience:
Not Specified -
Date Posted:
11/12/2024
Job Description
Job Summary
The AMP Foundations is a development program designed to create a pipeline for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities. Wealth Management Associate participants partner with Financial Advisors in a branch or complex to present financial plans with advisor's clients. They also provide support to Financial Advisors and other branch stakeholders in a number of ways including leveraging Client Relationship Management Systems, on-boarding clients, opening accounts, and financial planning tools for client portfolios. Associates will provide technology training, support, and assistance with business development activities. The goal of the AMP Foundations is to prepare associates in all facets of financial advising with a focus on financial planning, leveraging technology tools, and business development. Wealth Management Associates will be trained on how to create and present financial plans to clients, use of technology solutions designed for advisor efficiency, and building client portfolios. Wealth Management Associate participants will also focus on obtaining designations and licenses to include the Securities Industry Essentials (SIE), Series 7, Series 66, and Wealth Management Specialist℠ (WMS℠) designation. The AMP Foundations program offers comprehensive education, training and mentorship in both technical and sales skills. The approach of the program fully positions the participant for success and long-term development. At the conclusion of the program, associates will transition either into a branch team or stand alone AMP Advisor role.
Essential Duties and Responsibilities
Job Requirements
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%26rsquos 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%26rsquos 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
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
