Financial Advisor Trainee AMP Mastery Path

Raymond James Financial, Inc.; Frisco (TX); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James Financial, Inc. offers the Advisor Mastery Program (AMP) for the next generation of financial advisors. The program combines distance learning, onsite training at the firm’s HQ, and mentorship to develop skills in technical and sales areas toward building a personal advisory practice.

The Financial Advisor Trainee learns to balance client development, investment management, service, and compliance, with the goal of becoming a productive advisor or joining an existing team.

Qualifications

• Bachelor’s degree or equivalent experience required.
• SIE license required or ability to obtain within four months from start.
• Series 7 and Series 66 or ability to obtain within four months from start.
• Less than 25% travel expected.

Responsibilities

• Learn to build an individual advisory practice with guidance.
• Meet production targets contributing to firm revenue goals.
• Provide financial advice aligned with client objectives, risk tolerance, and horizon.
• Open, transfer, and close client accounts and maintain records.
• Stay compliant with industry rules and Raymond James policies and procedures.

Skills

Sales aptitude

Client relationship building

Communication skills

Networking

Education

Bachelor’s Degree in Accounting

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Finance

Tools

CRM software

Financial planning tools

Job description

Raymond James Financial, Inc. offers the Advisor Mastery Program (AMP) for the next generation of financial advisors. The program combines distance learning, onsite training at the firm’s HQ, and mentorship to develop skills in technical and sales areas toward building a personal advisory practice.

The Financial Advisor Trainee learns to balance client development, investment management, service, and compliance, with the goal of becoming a productive advisor or joining an existing team.