Aspiring Financial Advisor: AMP Mastery Path

Raymond James; Frisco (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

Critical Illness Insurance

Disability Benefits

Retirement Savings

Paid Time Off

Parental Leave

Job summary

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP) to prepare the next generation of Advisors. You will learn to balance new client development, sales, investment management, client service, and compliance under mentorship at the firm’s headquarters.

Participants build a book of business toward AMP program goals, pursue necessary licenses, and work toward a successful transition into a standalone or team role within Raymond James.

Qualifications

• Bachelor’s degrees listed: Accounting, Business Administration and Finance.
• Experience in financial services preferred but not required.
• Willingness to obtain required licenses within program timelines.

Responsibilities

• Learn to build an individual practice with guidance from mentors and Advisors.
• Balance client development, sales activities, investment management and service.
• Open, transfer, and close client accounts and manage records.

Skills

Communication skills

Client relations

Sales ability

Financial knowledge

Education

Bachelor’s in Accounting

Bachelor’s in Business Administration

Bachelor’s in Finance

Tools

CRM software

Microsoft Excel

Job description

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP) to prepare the next generation of Advisors. You will learn to balance new client development, sales, investment management, client service, and compliance under mentorship at the firm’s headquarters.

Participants build a book of business toward AMP program goals, pursue necessary licenses, and work toward a successful transition into a standalone or team role within Raymond James.