Financial Advisor Trainee: AMP Mentorship & Growth

100 Raymond James & Associates, Inc.; Cahaba Commons (AL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Benefits package including medical, Rx

Dental insurance

Vision insurance

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James Financial Advisors offers the Advisor Mastery Program, a distance-learning and apprenticeship track to train new financial advisors. Trainees work with mentors to build a personal practice, balance prospecting with client service, and pursue necessary licenses while learning investment strategy and compliance.

The program emphasizes developing a client pipeline, understanding economic conditions, and applying sound financial planning to meet client objectives and risk tolerance.

Qualifications

• Bachelor’s degree preferred with 3+ years of relevant sales or business experience.
• Licenses such as SIE required or obtainable within 4 months; Series 7/66 or equivalent within 4–6 months.
• Industry knowledge in financial services, markets, and investment products; strong compliance awareness.

Responsibilities

• Develop a client book aligned with AMP program goals and asset management targets.
• Provide sound financial advice and construct client plans based on objectives and risk tolerance.
• Open, transfer, and close client accounts; maintain accurate records and fulfill regulatory requirements.
• Prospect, network, and market Raymond James services within the community.

Skills

Sales skills

Communication skills

Networking

Client relationship management

Education

Bachelor’s Degree

Accounting

Business Administration

Finance

Tools

CRM software

Spreadsheets

Databases

Job description

Raymond James Financial Advisors offers the Advisor Mastery Program, a distance-learning and apprenticeship track to train new financial advisors. Trainees work with mentors to build a personal practice, balance prospecting with client service, and pursue necessary licenses while learning investment strategy and compliance.

The program emphasizes developing a client pipeline, understanding economic conditions, and applying sound financial planning to meet client objectives and risk tolerance.