Aspiring Financial Advisor — AMP Trainee

100 Raymond James & Associates, Inc.; Carmel (IN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James Finance is seeking a Financial Advisor Trainee through the AMP program. You will work with a Mentor, Branch Manager, and team to learn to build an individual practice while balancing client development, investment management, and compliance.

The program emphasizes training for technical and sales skills to position new Advisors for success and long-term growth within the firm.

Qualifications

• Bachelor’s Degree with sales experience or business background preferred.
• Licenses/Certifications required within program timeframes.
• Strong client service and communication skills are essential.

Responsibilities

• Develops a book of business aligned with AMP goals and assets under management.
• Meets production targets and maintains client records and compliance as required.
• Prospects, networks, and builds a client pipeline through community involvement and referrals.
• Recommends suitable investment products and services based on client needs and risk profile.

Skills

Sales experience

Client service

Networking

Communication skills

Financial knowledge

Education

Bachelor’s Degree

Accounting

Business Administration

Finance

High School Required

Tools

CRM software

Spreadsheets

Databases

Portfolio management software

Job description

Raymond James Finance is seeking a Financial Advisor Trainee through the AMP program. You will work with a Mentor, Branch Manager, and team to learn to build an individual practice while balancing client development, investment management, and compliance.

The program emphasizes training for technical and sales skills to position new Advisors for success and long-term growth within the firm.