Aspiring Financial Advisor - AMP Trainee

Raymond James & Associates; Tampa (FL); On-site; USD 40,000 - 70,000; Full time

Job summary

Raymond James & Associates invites ambitious candidates to join the Advisor Mastery Program (AMP) as Financial Advisor Trainees. Through distance learning, apprenticeships, and hands-on training at the firm's international headquarters, the program shapes future Advisors in technical and sales skills.

Under mentorship with a Branch Manager or team, Trainees learn to build a personal practice, balance new client development, investment management, and compliance, with a focus on developing a

Qualifications

• Bachelor's degree with 3+ years of relevant working experience.
• Strong interpersonal and communication skills.
• Experience in financial services or sales context is preferable.

Responsibilities

• Build and manage a book of business aligned with AMP program goals.
• Provide clients with sound financial guidance consistent with objectives and risk tolerance.
• Develop client pipeline through prospecting, networking, and community engagement.
• Open, transfer, and close client accounts while maintaining records.

Skills

CRM software

Client needs assessment

Communication skills

Networking

Education

Bachelor's degree

Job description

Raymond James & Associates invites ambitious candidates to join the Advisor Mastery Program (AMP) as Financial Advisor Trainees. Through distance learning, apprenticeships, and hands-on training at the firm's international headquarters, the program shapes future Advisors in technical and sales skills.

Under mentorship with a Branch Manager or team, Trainees learn to build a personal practice, balance new client development, investment management, and compliance, with a focus on developing a