AMP Financial Advisor Trainee: Build Your Practice

100 Raymond James & Associates, Inc.; Vienna (VA); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical, dental, and vision

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James offers an Advisor Mastery Program (AMP) designed to train the next generation of Financial Advisors through distance learning, apprenticeship, and hands-on client work. Trainees develop skills in sales, investment management, and compliance while building a personal book of business under mentorship and supervision.

The program emphasizes client service, industry knowledge, and licensing milestones, preparing participants for leadership within Raymond James’ advisory teams and

Qualifications

• Bachelor’s degree required, 3+ years in sales or business environment.
• Licenses: SIE required; Series 7 and 66 or ability to obtain within 4 months; Life/Health/Variable Annuity licensing within 6 months.

Responsibilities

• Meet production targets and build a book of business for AMP goals.
• Provide high level client service and financial guidance.
• Open, manage, and close client accounts; monitor portfolios and transactions.
• Coordinate with mentors and advisors to develop investment solutions for clients.

Skills

Sales experience

Client service

Communication

Financial literacy

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Tools

CRM systems

Microsoft Office

Job description

Raymond James offers an Advisor Mastery Program (AMP) designed to train the next generation of Financial Advisors through distance learning, apprenticeship, and hands-on client work. Trainees develop skills in sales, investment management, and compliance while building a personal book of business under mentorship and supervision.

The program emphasizes client service, industry knowledge, and licensing milestones, preparing participants for leadership within Raymond James’ advisory teams and