Aspiring Financial Advisor: Build Your Client-First Practice

Raymond James; Orlando (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Benefits package

Training program

Employee development

Job summary

Raymond James Orlando seeks a motivated Financial Advisor-in-Training to develop client relationships, manage portfolios, and meet production targets as part of a structured AMP program. You will learn to assess client needs, present investment options, and comply with regulatory requirements while building a scalable practice.

The role emphasizes earning trust, networking in the community, and advancing through licensure milestones to support long-term client success within Raymond James’

Qualifications

• Bachelor’s degree with related sales/finance experience preferred.
• Must obtain SIE, Series 7 and 66 within four months of start.
• Strong client service and relationship management skills.

Responsibilities

• Develops a book of business aligned with AMP program goals.
• Meets production targets contributing to revenue goals.
• Provides high level client service and manages full client relationships.
• Recommends suitable investment products based on client needs and risk tolerance.
• Opens, transfers, and closes client accounts and maintains records.
• Stays current on investment products, rules, and planning techniques.

Skills

Client relationship management

Financial product knowledge

Prospecting

Effective communication

Networking

Education

Bachelor’s Degree

Tools

CRM software

Job description

Raymond James Orlando seeks a motivated Financial Advisor-in-Training to develop client relationships, manage portfolios, and meet production targets as part of a structured AMP program. You will learn to assess client needs, present investment options, and comply with regulatory requirements while building a scalable practice.

The role emphasizes earning trust, networking in the community, and advancing through licensure milestones to support long-term client success within Raymond James’