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.
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.
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.
An equivalent combination of experience, education, and/or training as approved by Human Resources.
SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program.
Series 7 & 66 or ability to obtain within 4 months from start of program.
Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.
General Experience - 3 to 6 years