Financial Advisor in Training — AMP Path

100 Raymond James & Associates, Inc.; United States; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Life insurance

401(k) retirement savings

Paid time off

Parental leave

Job summary

Raymond James invites candidates to join the Advisor Mastery Program (AMP), a distance-learning and apprenticeship track designed to develop the next generation of financial advisors. Trainees work with a mentor, a branch manager, and a team of advisors to balance new client development, investment management, and compliance while building a personal practice.

Through coursework and on‑the‑job training, the program covers client service, portfolio construction, and ongoing professional

Qualifications

• Bachelor’s Degree preferred with ≥3 years in sales or business.
• Licenses: SIE, Series 7, Series 66 or ability to obtain within four months from program start.
• Life, Health and Variable Annuity licenses or ability to obtain within six months.
• HS high school required or equivalent.

Responsibilities

• Meet production targets that impact overall company revenue goals.
• Develop a book of business consistent with AMP program goals for assets under management and required production.
• Provide a high level of client service and sound financial advice.
• Manage the full scope of a client relationship by evaluating financial needs, investments, and risk tolerance.
• Open, transfer, and close customer accounts and maintain appropriate records.

Skills

Client relationship building

Sales and prospecting

Business acumen

Education

Bachelor’s Degree

High School Diploma or GED

Tools

CRM software

Microsoft Office

Job description

Raymond James invites candidates to join the Advisor Mastery Program (AMP), a distance-learning and apprenticeship track designed to develop the next generation of financial advisors. Trainees work with a mentor, a branch manager, and a team of advisors to balance new client development, investment management, and compliance while building a personal practice.

Through coursework and on‑the‑job training, the program covers client service, portfolio construction, and ongoing professional