Financial Advisor Trainee — AMP Mastery Path

Raymond James; Saint Petersburg (FL); On-site; USD 55,000 - 80,000; Full time

Job summary

Raymond James offers the Advisor Mastery Program (AMP) to train the next generation of Financial Advisors. The Trainee will learn to balance new client development, investment management, client service and compliance while developing a personal practice under mentorship.

Successful candidates will meet production targets, develop a book of business, and maintain client relationships while adhering to industry regulations and company policies.

Qualifications

• Bachelor’s degree in accounting, business administration or finance.
• 7–12 months general experience.
• Willingness to obtain industry licenses within prescribed timeframes.

Responsibilities

• Become trained and skilled to effectively and efficiently perform the Financial Advisor role.
• Develop a book of business by prospecting, networking, and building client relationships.
• Provide clients with sound financial advice aligned with objectives, time horizon and risk tolerance.

Skills

Financial knowledge

Sales & networking

Client relationships

Compliance basics

Education

Bachelor’s in Accounting

Bachelor’s in Business Administration

Bachelor’s in Finance

Job description

Raymond James offers the Advisor Mastery Program (AMP) to train the next generation of Financial Advisors. The Trainee will learn to balance new client development, investment management, client service and compliance while developing a personal practice under mentorship.

Successful candidates will meet production targets, develop a book of business, and maintain client relationships while adhering to industry regulations and company policies.