Financial Advisor Trainee: AMP Path to Practice

Raymondjames; United States; On-site; USD 52,000 - 76,000; Full time

Job summary

Raymond James is seeking a Financial Advisor Trainee within the Advisor Mastery Program (AMP) at the firm’s headquarters. The program balances distance learning, apprenticeship, and hands-on practice to build a future advisory practice through mentorship and structured training.

As a Trainee, you will balance new client development, sales activities, investment management, and compliance while pursuing mandatory licenses and certifications within prescribed timeframes.

Qualifications

• Bachelor's degree with a minimum of 3 years in sales or business environment.
• Solid knowledge of financial markets, products, and client needs.
• Ability to develop and manage a personal client book of business.

Responsibilities

• Learn and perform Financial Advisor duties with a team to meet goals.
• Provide high levels of client service and financial guidance.
• Develop client pipelines through networking and referrals.
• Open, transfer, and manage client accounts and records.
• Stay current on investment products, rules, and planning techniques.

Skills

CRM software use

Questioning & listening

Interpersonal communication

Portfolio basics

Education

Bachelor's Degree

Tools

CRM system

Financial planning software

Spreadsheets

Job description

Raymond James is seeking a Financial Advisor Trainee within the Advisor Mastery Program (AMP) at the firm’s headquarters. The program balances distance learning, apprenticeship, and hands-on practice to build a future advisory practice through mentorship and structured training.

As a Trainee, you will balance new client development, sales activities, investment management, and compliance while pursuing mandatory licenses and certifications within prescribed timeframes.