Aspiring Financial Advisor (AMP Trainee)

Raymond James Financial, Inc.; Northern (KY); Hybrid; USD 40,000 - 64,000; Full time

Job summary

Raymond James Financial, Inc. is offering a Financial Advisor Trainee program based in Saint Louis, Missouri. Through distance learning and on-site mentorship, you will learn to build an individual practice while supporting clients with sound financial guidance.

The role blends client development, investment management, and compliance, with a path toward required licenses and a production-focused career within a well-established wealth-management firm.

Qualifications

• Bachelor’s Degree from a four-year college with minimum three years of relevant sales or business experience.
• SIE license required or able to obtain within four months from start.
• Series 7 and Series 66 or ability to obtain within four months from start.
• Life, Health and Variable Annuity licenses or ability to obtain within six months from start.

Responsibilities

• Meets production targets that impact revenue goals.
• Develops a client book aligned with AMP program goals.
• Maintains client relationships and provides high level service.
• Recommends suitable investment products and services based on client needs and risk profile.
• Obtains and verifies instructions, enters orders, and follows up on transactions.

Skills

Client relationships

Communication

Sales experience

Time management

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Tools

CRM system

Financial planning software

Spreadsheets

Job description

Raymond James Financial, Inc. is offering a Financial Advisor Trainee program based in Saint Louis, Missouri. Through distance learning and on-site mentorship, you will learn to build an individual practice while supporting clients with sound financial guidance.

The role blends client development, investment management, and compliance, with a path toward required licenses and a production-focused career within a well-established wealth-management firm.