Financial Advisor Trainee: Build Your Practice & Grow

Raymond James Financial, Inc.; Raleigh (NC); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James Financial, Inc. seeks a Financial Advisor Trainee to participate in the Advisor Mastery Program (AMP). Through distance learning and apprenticeship, you will learn to build an individual practice with mentorship, manage client relationships, and pursue required licenses within defined timeframes.

You will balance new client development, sales activities, investment management, and compliance while developing skills for long-term success in a team or standalone advisory role.

Qualifications

• Bachelor’s degree preferred with at least 3 years of relevant working experience in sales or business environments, or an equivalent combination.
• Licenses/certifications: SIE required (or ability to obtain within 4 months); Series 7 and Series 66 or ability to obtain within 4 months; Life, Health and Variable Annuity or ability to obtain within 6 months.
• Education degrees include Accounting, Business Administration, Finance.

Responsibilities

• Meet production targets impacting company revenue goals.
• Develop a book of business aligned with AMP program goals.
• Provide high levels of client service and manage full client relationships.
• Identify investment objectives and communicate portfolio implications to clients.
• Prospect, network, and build a client pipeline through community engagement.
• Open, transfer, and close client accounts and maintain accurate records.

Education

Accounting

Business Administration

Finance

Job description

Raymond James Financial, Inc. seeks a Financial Advisor Trainee to participate in the Advisor Mastery Program (AMP). Through distance learning and apprenticeship, you will learn to build an individual practice with mentorship, manage client relationships, and pursue required licenses within defined timeframes.

You will balance new client development, sales activities, investment management, and compliance while developing skills for long-term success in a team or standalone advisory role.