AMP Financial Advisor: Launch Your Advisory Career

Raymond James, Inc.; Gaylord (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James, Inc. is seeking candidates for the Advisory Mastery Program (AMP), a comprehensive development track designed to train Financial Advisors with education, mentorship and practical client exposure.

The program emphasizes technical and sales skills within a supportive, client-first culture. Trainees will build a client pipeline, evaluate client needs, and propose coordinated investment solutions while pursuing required FINRA licenses.

Qualifications

• Bachelor’s degree in accounting, business or finance preferred with relevant experience in sales or business.
• Strong communication and relationship-building abilities are essential.
• Ability to present clearly and professionally and to handle high-stress situations.

Responsibilities

• Develop client pipeline through networking, community involvement and centers of influence.
• Manage full client relationships, assess financial needs and investment objectives.
• Recommend suitable investment solutions based on client profiles and horizons.
• Coordinate with internal resources to identify opportunities and build AUM.
• Complete program training, obtain licenses within required timeframes and meet performance targets.

Skills

Communication

Interpersonal skills

Presentation skills

Problem solving

Resilience

Client service

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Finance

High School Diploma

Job description

Raymond James, Inc. is seeking candidates for the Advisory Mastery Program (AMP), a comprehensive development track designed to train Financial Advisors with education, mentorship and practical client exposure.

The program emphasizes technical and sales skills within a supportive, client-first culture. Trainees will build a client pipeline, evaluate client needs, and propose coordinated investment solutions while pursuing required FINRA licenses.