Aspiring Financial Advisor | AMP Trainee

Fwainvest; Winter Park (FL); On-site; USD 60,000 - 98,000; Full time

Job summary

Raymond James Financial Advisors in Winter Park, FL, invite applications for the Financial Advisor Trainee role as part of the Advisor Mastery Program (AMP). Trainees learn to build an individual practice through mentoring, training, and hands-on client work across investment management, sales, and service.

Participants balance prospecting, meeting production targets, and completing necessary licenses (SIE, Series 7/66, Life/Health/Variable Annuity) within set timelines to advance to a full

Qualifications

• Bachelor's degree required with a track record in sales or business environment.
• Licenses such as SIE, Series 7 and Series 66 or ability to obtain within set timelines.
• Knowledge of financial products, markets, and regulatory environment.

Responsibilities

• Support advisor team in client service, prospecting, and sales activities.
• Assist in investment management and financial planning for clients.
• Maintain client records and assist with regulatory and compliance tasks.

Skills

Client relations

CRM software

Questioning skills

Sales experience

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business

Tools

CRM software

Spreadsheets

Job description

Raymond James Financial Advisors in Winter Park, FL, invite applications for the Financial Advisor Trainee role as part of the Advisor Mastery Program (AMP). Trainees learn to build an individual practice through mentoring, training, and hands-on client work across investment management, sales, and service.

Participants balance prospecting, meeting production targets, and completing necessary licenses (SIE, Series 7/66, Life/Health/Variable Annuity) within set timelines to advance to a full