Financial Advisor Trainee: Build Your Advisory Practice

Raymond James

Cockeysville (MD)

On-site

USD 31,000 - 74,000

Full time

7 days ago

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Job summary

Raymond James offers an Advisor Mastery Program (AMP) that provides distance learning, apprenticeship, and intensive training at the firm’s international headquarters. Trainees learn to balance client development, investment management, service, and compliance while building an individual practice under mentorship and guidance from experienced Advisors and Branch Managers.

The program emphasizes a holistic education with focus on technical and sales skills to prepare new Advisors for success in

Qualifications

Bachelor’s degree from a four-year college or university.
Minimum of 3 years relevant sales or business experience.
Licensing requirements (SIE, Series 7/66) within specified timeframes.

Responsibilities

Learn to build an individual practice with guidance from mentors and leadership.
Balance new client development, sales activities, investment management, customer service and compliance.
Provide clients with sound financial advice aligned to objectives, time horizon and risk tolerance.
Develop client pipeline through prospecting, networking, and community engagement.
Open, transfer, and close client accounts; maintain accurate records.
Stay current with investment products, industry rules, and financial planning.