AMP Financial Advisor Trainee: Build Your Practice

100 Raymond James & Associates, Inc.; Richmond Heights (MO); On-site; USD 45,000 - 70,000; Full time

Job summary

Raymond James offers an Advisor Mastery Program (AMP) at its international headquarters to train the next generation of Financial Advisors. Trainees learn to balance new client development, investment management and client service, under mentorship and supervision, with clear progression toward licensure and a potential solo or team advisory role.

The program emphasizes a holistic education, combining technical, sales and compliance skills to prepare for long-term success within Raymond James’

Qualifications

• Bachelor’s degree preferred with relevant work experience in sales or business.
• SIE license required with potential for exemption/grandfathering; ability to obtain within months.
• Series 7 and Series 66 or ability to obtain within months; Life, Health and Variable Annuity licensing or ability to obtain within months.

Responsibilities

• Learn to build an individual advisory practice under mentorship.
• Develop client pipeline through prospecting, networking, and centers of influence.
• Provide sound financial advice aligned with client objectives, risk tolerance and time horizon.
• Manage client accounts, execute trades, and ensure compliance with regulations.
• Expand knowledge of investment products, markets and financial planning principles.

Skills

Sales experience

Client service

Financial planning

Communication skills

Networking

Education

Bachelor's degree or equivalent

Tools

CRM software

Job description

Raymond James offers an Advisor Mastery Program (AMP) at its international headquarters to train the next generation of Financial Advisors. Trainees learn to balance new client development, investment management and client service, under mentorship and supervision, with clear progression toward licensure and a potential solo or team advisory role.

The program emphasizes a holistic education, combining technical, sales and compliance skills to prepare for long-term success within Raymond James’