Aspiring Financial Advisor | AMP Trainee

Raymond James; Los Angeles (CA); On-site; USD 70,000 - 81,000; Full time

Job summary

Raymond James is seeking candidates for the Advisory Mastery Program (AMP), designed to train and mentor new financial advisors. The program provides education, mentorship, and hands-on experience to develop technical and sales skills for a successful career in wealth management.

You will build a client pipeline, evaluate client needs, and recommend suitable investments while completing required licenses and aiming for strong production following the first year.

Qualifications

• Bachelor's degree from four-year college or university preferred.
• SIE required or ability to obtain within 4 months from start of program.
• Series 7 & 66 or ability to obtain within 4 months from start of program.
• Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.

Responsibilities

• Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
• Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
• Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
• Develops a book of business consistent with AMP program goals for assets under management and required production.
• Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.

Skills

Strong communication

Interpersonal skills

Presentations

Education

Bachelor’s degree

SIE certification

Series 7 & 66

Life, Health and Variable Annuity licensing

Job description

Raymond James is seeking candidates for the Advisory Mastery Program (AMP), designed to train and mentor new financial advisors. The program provides education, mentorship, and hands-on experience to develop technical and sales skills for a successful career in wealth management.

You will build a client pipeline, evaluate client needs, and recommend suitable investments while completing required licenses and aiming for strong production following the first year.