AMP Financial Advisor Trainee: Learn, License & Grow

100 Raymond James & Associates, Inc.; Boca Raton (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP) in Florida to learn next-generation advisory skills. The role blends distance learning, mentorship, and on-the-ground client service to build a personal practice while pursuing required licenses.

You will balance new client development, investment management, and compliance, under supervision, with opportunities to advance into a standalone advisor role or join an existing team.

Qualifications

• Bachelor’s degree preferred with 3+ years sales or business experience.
• Licenses: SIE required; Series 7/66 within 4–6 months.
• Finance industry knowledge and regulatory understanding.

Responsibilities

• Meet production targets contributing to company revenue goals.
• Develop a book of business aligned with AMP program goals.
• Provide clients with sound financial advice and service.
• Build and maintain client pipelines through networking and referrals.

Skills

Sales experience

Communication

Interpersonal skills

Networking

Education

Bachelor’s degree

Tools

CRM software

Spreadsheets

Databases

Job description

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP) in Florida to learn next-generation advisory skills. The role blends distance learning, mentorship, and on-the-ground client service to build a personal practice while pursuing required licenses.

You will balance new client development, investment management, and compliance, under supervision, with opportunities to advance into a standalone advisor role or join an existing team.