Financial Advisor Trainee: Launch Your Advisory Career

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

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings plan

Paid time off and holidays

Parental leave

Job summary

Raymond James Financial, Inc. seeks an AMP Financial Advisor Trainee in Orlando, FL to rotate through financial services areas under supervision.

You will build a client book, deliver high‑level service, and work toward licenses including SIE, Series 7/66, and Life/Health/Variable Annuity within set timeframes. The role emphasizes prospecting, networking, and developing investment solutions while maintaining compliant records and client relationships.

Qualifications

• Bachelor’s degree required with solid sales or business experience (3+ years preferred).
• Licenses: SIE; Series 7 and 66 or ability to obtain within four months.
• Life, Health, and Variable Annuity licenses or ability to obtain within six months.

Responsibilities

• Build and manage a client book of business aligned with AMP goals.
• Provide high level client service and evaluate financial needs and opportunities.
• Open, transfer, and close client accounts; document records and transactions.
• Develop client pipeline through networking and community engagement.

Skills

Client relationship management

Questioning and listening

Networking and prospecting

Education

Bachelor’s degree

Accounting

Business Administration

Finance

Tools

CRM software

Job description

Raymond James Financial, Inc. seeks an AMP Financial Advisor Trainee in Orlando, FL to rotate through financial services areas under supervision.

You will build a client book, deliver high‑level service, and work toward licenses including SIE, Series 7/66, and Life/Health/Variable Annuity within set timeframes. The role emphasizes prospecting, networking, and developing investment solutions while maintaining compliant records and client relationships.