AMP Financial Advisor Trainee — Launch Your Practice

100 Raymond James & Associates, Inc.; Tampa (FL); On-site; USD 52,000 - 68,000; Full time

Job summary

Raymond James is seeking a Financial Advisor Trainee through its Advisor Mastery Program (AMP). The program provides distance learning and in-house training at the firm’s international headquarters to prepare new Advisors for success.

You will learn to build an individual practice with a mentor, focus on client service, and balance prospecting with investment management and compliance requirements. This role supports long‑term development within the firm.

Qualifications

• Bachelor’s Degree from a four-year college or university with a minimum of three years of relevant working experience.
• Experience in sales (preferably intangible) or business environment.
• Licenses: SIE; Series 7 and Series 66 or ability to obtain within four months; Life, Health and Variable Annuity or ability to obtain within six months.

Responsibilities

• Become trained to perform the Financial Advisor role and align with team goals.
• Meet production targets that impact company revenue.
• Develop a book of business aligned with AMP program goals for assets under management and required production.
• Provide a high level of client service and manage client relationships.
• Assist clients to identify investment objectives and communicate portfolio considerations.
• Develop client pipeline through prospecting, networking and community engagement.
• Open, transfer, and close customer accounts; maintain account records and portfolios.
• Stay informed on investment products, markets, and regulations.

Skills

Sales experience

Client service

Communication skills

Compliance knowledge

Education

Bachelor's Degree

Tools

CRM software

Job description

Raymond James is seeking a Financial Advisor Trainee through its Advisor Mastery Program (AMP). The program provides distance learning and in-house training at the firm’s international headquarters to prepare new Advisors for success.

You will learn to build an individual practice with a mentor, focus on client service, and balance prospecting with investment management and compliance requirements. This role supports long‑term development within the firm.