Financial Advisor Trainee: Build Your Practice

Raymond James Financial, Inc.; Tampa (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Raymond James Financial, Inc. offers the Advisor Mastery Program (AMP), a comprehensive education track combining distance learning, apprenticeship, and in-branch training to prepare new Advisors.

Trainees work with mentors to balance prospecting, investment management, and client service while pursuing required industry licenses. The program emphasizes building a personal practice, relationship management, and adherence to regulatory standards to position trainees for long-term success within

Qualifications

• Bachelor's degree required with demonstrated sales or business experience.
• Experience in client interaction and financial services is preferred.
• Ability to learn and adapt to regulatory guidelines.

Responsibilities

• Learn to build an individual practice under mentorship.
• Meet production targets and develop a book of business.
• Provide high-level client service and advisory support.

Skills

Questioning & listening

CRM software

Education

Bachelor's Degree

Tools

CRM systems

Job description

Raymond James Financial, Inc. offers the Advisor Mastery Program (AMP), a comprehensive education track combining distance learning, apprenticeship, and in-branch training to prepare new Advisors.

Trainees work with mentors to balance prospecting, investment management, and client service while pursuing required industry licenses. The program emphasizes building a personal practice, relationship management, and adherence to regulatory standards to position trainees for long-term success within