Financial Advisor Trainee - AMP Path to Your Practice

Raymond James, Inc.; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Raymond James, Inc. in Scottsdale, AZ is seeking a Financial Advisor Trainee. The role blends distance learning with hands-on apprenticeship, mentorship, and onboarding to build a personal advisory practice.

You will balance client service, sales activities, and compliant investment guidance under supervision. The program emphasizes licensing within specified timeframes, development of a client pipeline, and long-term career growth within Raymond James’ advisory framework.

Qualifications

• Bachelor’s Degree with 3+ years of relevant working experience in sales or business environments.
• Licenses required: SIE within 4 months; Series 7 and Series 66 within 4 months; Life, Health and Variable Annuity within 6 months.
• Knowledge of financial products, markets, and client advisory processes.

Responsibilities

• Learn and develop the ability to build an individual advisory practice under mentorship.
• Manage client relationships and provide high-quality service to clients.
• Develop a book of business through prospecting, networking, and delivering investment guidance.

Skills

Sales experience

Client relationships

Financial knowledge

Regulatory compliance knowledge

Education

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Finance

Job description

Raymond James, Inc. in Scottsdale, AZ is seeking a Financial Advisor Trainee. The role blends distance learning with hands-on apprenticeship, mentorship, and onboarding to build a personal advisory practice.

You will balance client service, sales activities, and compliant investment guidance under supervision. The program emphasizes licensing within specified timeframes, development of a client pipeline, and long-term career growth within Raymond James’ advisory framework.