Financial Advisor Trainee: AMP Mentorship & License Path

Raymond James; Muskegon (MI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

Retirement plan

Paid time off

Job summary

Raymond James offers the Advisor Mastery Program (AMP), a distance-learning driven path to becoming a Financial Advisor. Trainees work with mentors and advisors to develop a personal book of business, balancing client service, sales, and investment management while meeting regulatory requirements.

Participants receive comprehensive training and must obtain mandatory licenses. The program emphasizes long-term development, whether leading a stand-alone practice or joining an existing team within

Qualifications

• Bachelor’s Degree preferred with relevant experience in sales or business environment
• SIE/Series 7/66 licenses needed within four to six months from start
• Ability to obtain required licenses within timeframes

Responsibilities

• Develops a book of business aligned with AMP goals for assets under management
• Provides high level client service and manages client relationships
• Advices clients on investment objectives, horizons, and risk tolerance
• Obtains and verifies purchase and sale instructions and follows through on transactions
• Stays current with investment products and regulatory guidelines

Skills

CRM systems

Client relationship

Sales

Communication

Education

Bachelor’s Degree

B.A. in Accounting/Finance/Business

High School Diploma

Tools

CRM software

Job description

Raymond James offers the Advisor Mastery Program (AMP), a distance-learning driven path to becoming a Financial Advisor. Trainees work with mentors and advisors to develop a personal book of business, balancing client service, sales, and investment management while meeting regulatory requirements.

Participants receive comprehensive training and must obtain mandatory licenses. The program emphasizes long-term development, whether leading a stand-alone practice or joining an existing team within