AMP Financial Advisor: Launch Your Wealth Career

Raymond James; Carlsbad (CA); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Job summary

Raymond James offers the Advisory Mastery Program (AMP), a unique development initiative to train and mentor trainees for a successful career as a Financial Advisor. AMP emphasizes education and holistic mentorship in both technical and sales skills to position new advisors for long-term growth.

During the program, participants rotate through various areas of financial services, with supervision and guidance to prepare for a specific role within the organization.

Qualifications

• Bachelor’s degree or equivalent in a related field is preferred.
• Experience in sales or client-facing roles is advantageous.
• FINRA/licensing knowledge is valued for progression.

Responsibilities

• Develop client pipeline through prospecting, networking, and community involvement.
• Evaluate client financial needs and investment objectives to recommend suitable solutions.
• Build a book of business aligned with AMP goals and asset management.
• Complete program training and licensing within set timeframes.

Skills

Communication skills

Interpersonal skills

Problem solving

Sales experience

Education

Bachelor’s degree in Business Administration

Finance degree

Job description

Raymond James offers the Advisory Mastery Program (AMP), a unique development initiative to train and mentor trainees for a successful career as a Financial Advisor. AMP emphasizes education and holistic mentorship in both technical and sales skills to position new advisors for long-term growth.

During the program, participants rotate through various areas of financial services, with supervision and guidance to prepare for a specific role within the organization.