AMP Financial Advisor: Fast-Track Your Client Wealth Career

100 Raymond James & Associates, Inc.; Gaylord (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is offering the Advisory Mastery Program (AMP), a structured development path to become a Financial Advisor. Trainees receive education, training, and mentorship to build both technical and sales skills, with the goal of achieving production targets after the first year.

The program emphasizes client-focused wealth management, professional presentations, and networking within the community. Upon successful completion, advisors advance toward long-term development within Raymond

Qualifications

• Bachelor’s degree (B.A.) from four-year college or university preferred, with minimum four years of experience in sales or business.
• Licensing: SIE, Series 7/66, Life/Health/Variable Annuity or ability to obtain within specified timeframes.

Responsibilities

• Develop client pipeline through prospecting, networking, and community involvement.
• Manage full client relationship by evaluating financial needs and investment objectives.
• Recommend suitable investment products and services based on client profiles.
• Develop a book of business aligned with AMP goals and assets under management.
• Complete required training, attain mandatory licenses, and meet performance targets.

Skills

Prospecting

Networking

Relationship-building

Communication

Sales skills

Education

Bachelor’s degree

Job description

Raymond James is offering the Advisory Mastery Program (AMP), a structured development path to become a Financial Advisor. Trainees receive education, training, and mentorship to build both technical and sales skills, with the goal of achieving production targets after the first year.

The program emphasizes client-focused wealth management, professional presentations, and networking within the community. Upon successful completion, advisors advance toward long-term development within Raymond