Financial Advisor Trainee
About Us: Raymond James Financial, Inc. (NYSE-RJF), located in St. Petersburg, Florida, is a diversified financial services holding company that engages primarily in securities brokerage, investment banking, assest management and banking services.
Founded in 1962, the company's three broker/dealer subsidiaries currently have nearly 4,900 Financial Advisors, in approximately 2,100 branch and satellite offices worldwide, who provide financial services to more than one million individual and institutional client accounts.
Requisition ID Number: 1964 Position Title: Financial Advisor Trainee Position Location: Boulder, CO Functional Area: Financial Planning Type: Full-Time Position Summary: To prospect for and retain clients in order to enable those clients to reach their financial goals based on their objectives, time horizon, and risk tolerance.
Position Responsibilities: Seeks business for the broker-dealer through customers and potential customers.
Evaluates customers in terms of financial needs, current holdings, and available investment capital, and helps them identify their investment objectives.
Provides customers and prospective customers with information on investments and makes suitable recommendations.
Opens, transfers, and closes customer accounts and maintains appropriate account records.
Explains the organization, participants, and functions of various securities markets and the principal factors that affect them.
Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
Monitors the customer's portfolio and makes recommendations consistent with changes in economic and financial conditions as well as the customer's needs and objectives.
Required Experience: Education: Bachelors Degree Licenses and Certifications: Obtain Series 7 Within 90 Days, Please list HotJobs as your specific referral source.
EEO Drug Free Workplace Drug testing and background checks are required for all open positions.
www.raymondjames.com Required Skills: Desired Skills:
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