Aspiring Financial Advisor – AMP Trainee

Raymond James; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Raymond James Financial Advisors offers the Advisor Mastery Program (AMP) to train the next generation of advisors. Trainees work with a mentor and team to develop a practice, balance client development, sales, investment management, and compliance while pursuing necessary licenses.

The program emphasizes sound financial advice aligned with client objectives, time horizons, and risk tolerance, with long-term development toward independent practice or joining a team.

Qualifications

• Bachelor’s Degree from a four-year college or university; minimum 3 years of relevant sales or business experience.
• Licenses: SIE required; Series 7 and Series 66 or ability to obtain within four months; Life, Health and Variable Annuity licenses or ability to obtain within six months.
• Knowledge of economics, financial markets, and client relationship management systems.

Responsibilities

• Learn to build an individual practice under mentorship and teamwork.
• Meet production targets impacting revenue goals.
• Develop a book of business for assets under management and required production.
• Provide high level client service and manage full client relationships.

Skills

Sales experience

Communication

Networking

Client service

Financial advising

Education

Accounting

Business Administration

Finance

Tools

CRM software

Job description

Raymond James Financial Advisors offers the Advisor Mastery Program (AMP) to train the next generation of advisors. Trainees work with a mentor and team to develop a practice, balance client development, sales, investment management, and compliance while pursuing necessary licenses.

The program emphasizes sound financial advice aligned with client objectives, time horizons, and risk tolerance, with long-term development toward independent practice or joining a team.