Financial Advisor Trainee: Launch Your Advisory Career

Raymond James & Associates; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Raymond James & Associates seeks a Financial Advisor Trainee through the Advisor Mastery Program (AMP). Distance learning, apprenticeship, and HQ training prepare you to build an individual practice under supervision.

You will balance new client development, investment management, service, and compliance while growing professional skills for long-term advisor roles. With mentorship and a team framework, you’ll learn to position clients with suitable investment products and develop a pipeline

Qualifications

• Bachelor's degree from a four-year college or university preferred.
• Experience in client service and financial planning is advantageous.
• Ability to build a book of business and maintain client relationships.

Responsibilities

• Develops a book of business aligned with AMP goals for assets under management.
• Provides high level client service and manages client relationships.
• Opens, transfers, and closes customer accounts; maintains records.
• Completes program training and earns mandatory industry licenses.

Skills

Client relationship management

Multitasking

Communication skills

Sales skills

Education

Bachelor's Degree

Tools

CRM software

Financial planning software

Job description

Raymond James & Associates seeks a Financial Advisor Trainee through the Advisor Mastery Program (AMP). Distance learning, apprenticeship, and HQ training prepare you to build an individual practice under supervision.

You will balance new client development, investment management, service, and compliance while growing professional skills for long-term advisor roles. With mentorship and a team framework, you’ll learn to position clients with suitable investment products and develop a pipeline