Financial Advisor Trainee — AMP: Build Your Practice

Raymond James Financial, Inc.; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Retirement savings plan

Paid time off

Job summary

Raymond James Financial, Inc. in Miami seeks a Financial Advisor Trainee for the Advisor Mastery Program (AMP). This role blends distance learning with hands-on client development, investment management, and compliance.

You will balance new client acquisition, service, and sales to build a sustainable practice under a mentor and branch leadership. The program emphasizes licensing within months, ongoing professional growth, and long-term career paths as either an independent or team-based

Qualifications

• Bachelor’s degree required; minimum three years in sales or business environment preferred.
• Licenses: SIE required or able to obtain within 4 months; Series 7 and 66 or equivalent within 4 months; Life, Health and Variable Annuity within 6 months.

Responsibilities

• Meet production targets impacting revenue goals.
• Develop a book of business aligned with AMP program goals.
• Provide high level client service and manage full client relationships.
• Identify investment opportunities and present suitable solutions.
• Open, transfer, and close client accounts and maintain records.

Skills

Sales experience

Client service

Networking

Communication skills

Financial knowledge

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Tools

CRM software

Job description

Raymond James Financial, Inc. in Miami seeks a Financial Advisor Trainee for the Advisor Mastery Program (AMP). This role blends distance learning with hands-on client development, investment management, and compliance.

You will balance new client acquisition, service, and sales to build a sustainable practice under a mentor and branch leadership. The program emphasizes licensing within months, ongoing professional growth, and long-term career paths as either an independent or team-based