Advisor Mastery Program - Atlanta, GA 3KA - Req. 1501687
Previous Experience/Educational Requirements:
• Minimum of (5) years post graduate working experience, including sales/client relationship development (preferably intangible) or business experience demonstrating achievement preferred.
• Bachelor’s degree (B.A) from four-year College or university preferred.
Educational/Previous Experience Requirements:
•Minimum of (5) years post graduate working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
•Bachelor’s degree (B.A) from four-year College or university preferred.
Knowledge, Skills, and Abilities:
•Economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
•Basic principles and methods for showing, promoting, and selling products or services.
•Company’s working structure, policies, mission, strategies, and compliance guidelines.
•Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
•Preparing and delivering clear, effective, and professional presentations.
•Identifying the needs of customers through effective questioning and listening techniques.
•Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
•Continuously learn investment products, industry rules and regulations, and financial planning.
•Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
•Articulate reasons behind decisions.
•Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.
•Establish and maintain effective working relationships with clients and colleagues.
•Network in the community, effectively market him or herself and Raymond James
•Persevere and handle rejection and show resilience during the prospecting and networking process.
•Demonstrate persistence in the face of obstacles.
•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.