Finance Jobs in Gaylord, MI

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AMP Financial Advisor

Raymond James Financial, Inc. Gaylord, MI

Gaylord, MI

Today

Full time Advisor Asset & Wealth Management Client Relations

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Job Description

The Advisory Mastery Program (AMP) at Raymond James Financial, Inc. is designed to train and support trainees as they build the skills and momentum needed to become successful Financial Advisors. The program combines education, practical training, and ongoing mentorship focused on both technical knowledge and sales execution, with production targets established after the first year.

Location

Gaylord, MI (onsite)

What You’ll Do

Build a client pipeline through prospecting, networking, community involvement, centers of influence, and developing specific niches.
Manage the full scope of the client relationship by evaluating financial needs, investment opportunities, current holdings, and available investment capital, then helping clients define investment objectives.
Recommend investment products, solutions, and services aligned to predetermined client needs, time horizons, risk profile, and preferences.
Use internal resources to identify investment opportunities and solutions for clients.
Develop a book of business that aligns with AMP program goals for assets under management and required production.
Complete required program training and assignments, including obtaining mandatory industry licenses within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards.
Perform other duties and responsibilities as assigned.

Program and License Path

Complete training to effectively and efficiently function in the Financial Advisor role, including required industry licensing.

Minimum Qualifications

Minimum experience: 4 years
Education: Bachelor’s degree (B.A.) preferred
Residence: Resident
Travel: Less than 25%

Licenses and Exams

SIE: Required, or an exemption or grandfathering cannot be applied, or the ability to obtain within 4 months from start of program.
Series 7 and 66: Either held already or ability to obtain within 4 months from start of program.
Life, Health and Variable Annuity: Either held already or ability to obtain within 6 months from start of program.

Education Details

Bachelor’s in Accounting
Bachelor’s in Business Administration
Bachelor’s in Finance
High School (HS) (Required)

Knowledge, Skills, and Abilities

Knowledge of economic and accounting principles and practices, financial markets, banking, and analysis and reporting of financial data; also basic methods for showing, promoting, and selling products or services.
Skill in preparing and delivering clear, effective, and professional presentations, and in communication and interpersonal approaches that build client relationships.
Excellent problem solving skills to identify client needs through effective questioning and listening.
Ability to demonstrate persistence in the face of obstacles and maintain optimism through rejection.
Ability to accept criticism and respond calmly and effectively in high stress situations, including communicating portfolio losses while preserving client loyalty.
Ability to provide high level client service with a focus on what’s best for clients’ personal wealth management.
Ability to network in the community and market both self and Raymond James.

Benefits

Medical, dental, and vision
Life insurance
Critical illness insurance and accident insurance
Disability benefits
Retirement savings
Paid time off (including vacation, holidays, and sick leave)
Parental leave

Work Experience

General Experience: 13 months to 3 years

Guiding Behaviors

Raymond James uses five guiding behaviors: Develop, Collaborate, Decide, Deliver, and Improve to deliver on the firm’s focus. Key expectations include growing professionally and inspiring others, working with and through others to achieve desired outcomes, making prompt and pragmatic choices with the client in mind, taking ownership and holding self and others accountable for results, and contributing to the continuous evolution of the firm.

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