Financial Advisor Trainee: Build Your Practice

Raymond James; Saint Petersburg (FL); Sur place; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Med/Dental/Vision benefits

Retirement plan

Paid time off

Résumé du poste

Raymond James in Saint Petersburg, FL seeks a Financial Advisor Trainee for the Advisor Mastery Program (AMP). The role blends distance learning, mentorship, and on‑the‑job training to build a practice.

You’ll develop client relationships, learn investments and planning, and aim to meet production goals while maintaining compliance. Training covers technical and sales skills to position you for success, with opportunities to join a team or grow as a standalone advisor, all within a supportive,

Qualifications

• Bachelor’s degree preferred with 3+ years in sales or business environments.
• SIE required; Series 7 and 66 within four months or exemption.
• Life, Health and Variable Annuity licenses or ability to obtain within six months.
• Strong client service, prospecting, and compliance discipline.

Responsabilités

• Develops a book of business aligned with AMP program goals.
• Balances new client development, sales activities, investment management, and client service.
• Provides financial guidance consistent with client objectives, time horizon, and risk tolerance.
• Prospect networking and community outreach to build a client pipeline.

Connaissances

Sales experience

Client service

Investment knowledge

Compliance

Communication

Formation

Bachelor’s Degree

Outils

CRM/Relationship Manager

Description du poste

Raymond James in Saint Petersburg, FL seeks a Financial Advisor Trainee for the Advisor Mastery Program (AMP). The role blends distance learning, mentorship, and on‑the‑job training to build a practice.

You’ll develop client relationships, learn investments and planning, and aim to meet production goals while maintaining compliance. Training covers technical and sales skills to position you for success, with opportunities to join a team or grow as a standalone advisor, all within a supportive,