Aspiring Financial Advisor — AMP Trainee

Raymond James; Beverly Hills (CA); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Benefits package

License training

Career development

Job summary

Raymond James in Beverly Hills seeks candidates for the Advisory Mastery Program (AMP) to train and mentor new Financial Advisors with education, sales, and technical skills.

The program focuses on building a client pipeline, evaluating client financial needs, and recommending suitable investment solutions while developing a book of business. Licenses are completed within set timeframes for career advancement and client service excellence.

Qualifications

• Bachelor’s degree required; minimum four years working experience, including sales or business experience.
• Licenses: SIE, Series 7 & 66, Life/Health/Variable Annuity or ability to obtain within program timelines.

Responsibilities

• Develop client pipeline through prospecting, networking, and community involvement.
• Manage full scope of client relationships and investment objectives for clients in AMP.
• Recommend suitable investment products and services based on client needs and risk tolerance.
• Collaborate with internal resources to identify opportunities for clients.
• Develop a book of business aligned with AMP goals and assets under management.
• Complete training and obtain mandated licenses within required timeframes.

Skills

Presentation skills

Communication

Problem solving

Education

Bachelor’s degree

Sales/Business experience

Job description

Raymond James in Beverly Hills seeks candidates for the Advisory Mastery Program (AMP) to train and mentor new Financial Advisors with education, sales, and technical skills.

The program focuses on building a client pipeline, evaluating client financial needs, and recommending suitable investment solutions while developing a book of business. Licenses are completed within set timeframes for career advancement and client service excellence.