AMP Financial Advisor: Mentorship & Growth Path

Raymond James Financial, Inc.; Houston, Northern (TX, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

The Advisory Mastery Program (AMP) at Raymond James Financial, Inc. provides education, training and mentorship to prepare trainees for a successful career as a Financial Advisor.

The program develops skills across technical and sales disciplines, positioning new advisors for long-term growth and client service excellence. AMP emphasizes building a client pipeline, licensing, and meeting production targets after the first year, with opportunities to contribute to firm revenue and client goal

Qualifications

• Bachelor’s degree from four-year college or university preferred, and a minimum of four (4) years working experience, including sales or business experience demonstrating achievement preferred.
• OR an equivalent combination of experience, education, and/or training as approved by Human Resources.

Responsibilities

• Develop client pipeline by prospecting, networking, community involvement and centers of influence.
• Manage full client relationship by evaluating client financial needs, investment opportunities, current holdings and available capital.
• Recommend investment products, solutions, and services based on client needs, time horizon, risk profile, and preferences.
• Complete required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes.

Skills

Client relationship management

Prospecting & networking

Presentations

Communication skills

Sales experience

Education

Bachelor’s degree in Business/Finance

Four years of working experience (sales or business)

Job description

The Advisory Mastery Program (AMP) at Raymond James Financial, Inc. provides education, training and mentorship to prepare trainees for a successful career as a Financial Advisor.

The program develops skills across technical and sales disciplines, positioning new advisors for long-term growth and client service excellence. AMP emphasizes building a client pipeline, licensing, and meeting production targets after the first year, with opportunities to contribute to firm revenue and client goal