AMP Financial Advisor Trainee: Build Your Practice

Raymond James & Associates; Boca Raton (FL); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

Raymond James & Associates seeks a Financial Advisor Trainee through the Advisor Mastery Program (AMP). The program combines distance learning, apprenticeship, and hands‑on training at the firm's headquarters to prepare entry‑level Advisors to build an individual practice.

Under mentorship with a Branch Manager and Financial Advisors, the Trainee will balance client development, sales activities, investment management, client service, and compliance, aiming for long‑term advancement within the

Qualifications

• Bachelor's degree preferred with relevant experience in financial services.
• Strong interpersonal and communication skills for client interactions.
• Knowledge of investment products and compliance basics is beneficial.

Responsabilités

• Learn to perform the Financial Advisor role under supervision and mentorship.
• Develop a client base and assist with new client development within AMP.
• Provide high-quality client service and manage client relationships.
• Assist in investment analysis, planning, and portfolio monitoring.
• Meet training milestones and obtain required licenses within set timeframes.

Connaissances

CRM system

Questioning & listening

Financial services knowledge

Sales & client service

Continuous learning

Formation

Bachelor's Degree

Description du poste

Raymond James & Associates seeks a Financial Advisor Trainee through the Advisor Mastery Program (AMP). The program combines distance learning, apprenticeship, and hands‑on training at the firm's headquarters to prepare entry‑level Advisors to build an individual practice.

Under mentorship with a Branch Manager and Financial Advisors, the Trainee will balance client development, sales activities, investment management, client service, and compliance, aiming for long‑term advancement within the