AMP Financial Advisor: Launch Your Wealth Career

Raymond James Financial, Inc.

Atlanta (GA)

On-site

USD 55,000 - 85,000

Full time

6 days ago
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Job summary

Raymond James Financial, Inc. seeks candidates for its Advisory Mastery Program (AMP), a structured training path to prepare new Advisors.

The program emphasizes education, mentorship, and hands-on client engagement to help you reach financial objectives and build long-term relationships. You will develop a client pipeline, learn investment processes, and work toward securing industry licenses while achieving program production targets.

Qualifications

  • Bachelor's degree and a minimum of four years working experience in sales or business development.
  • Experience in prospecting, networking, and building client relationships.

Responsibilities

  • Become trained and skilled to function as a Financial Advisor.
  • Develop client pipeline by prospecting, networking, and community involvement.
  • Manage full scope of client relationships by evaluating financial needs and investment goals.
  • Recommend suitable investment products and services based on client needs and risk profile.
  • Seek internal resources to identify opportunities for clients.
  • Develop a book of business aligned with program goals and assets under management.
  • Complete required program training and obtain mandatory licenses within timeframes; meet performance standards.
  • Perform other duties as assigned.

Skills

Presentations
Client relations
Economic & accounting principles
Sales fundamentals

Education

Bachelor's degree + 4+ years experience in sales/business

Job description

Raymond James Financial, Inc. seeks candidates for its Advisory Mastery Program (AMP), a structured training path to prepare new Advisors.

The program emphasizes education, mentorship, and hands-on client engagement to help you reach financial objectives and build long-term relationships. You will develop a client pipeline, learn investment processes, and work toward securing industry licenses while achieving program production targets.

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