Financial Advisor Trainee: AMP Mastery Path

Raymond James; Bedford (NH); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is offering an Advisor Mastery Program (AMP) for motivated professionals to train as Financial Advisors. Through distance learning and hands-on mentorship, you will develop core technical and sales skills to build an individual practice.

As a Trainee, you will balance new client development, investment management, client service, and compliance. The program supports long-term development whether you join an existing team or operate solo within the firm.

Qualifications

• Bachelor’s degree with 3+ years in sales or business environments.
• SIE required; Series 7/66 and Life/Health/Variable Annuity licenses to be obtained within specified timeframes.

Responsibilities

• Meet production targets and contribute to revenue goals.
• Develop a book of business aligned with AMP program objectives.
• Provide high level client service and sound financial advice.
• Open, transfer, and manage client accounts while maintaining records.

Skills

Financial analysis

Client service

Sales

Investment planning

Interpersonal skills

Education

Bachelor’s degree in Accounting/Business/Finance

Tools

Licenses: SIE, Series 7/66, Life/Health/Variable Annuity

CRM systems

Job description

Raymond James is offering an Advisor Mastery Program (AMP) for motivated professionals to train as Financial Advisors. Through distance learning and hands-on mentorship, you will develop core technical and sales skills to build an individual practice.

As a Trainee, you will balance new client development, investment management, client service, and compliance. The program supports long-term development whether you join an existing team or operate solo within the firm.