**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.