Financial Advisor Trainee: Launch Your Advisory Career

raymondjames; St. Louis (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP) to help build a personal practice with mentor support. The program blends distance learning, apprenticeship and real client exposure to develop technical and sales skills.

As a Trainee, you will balance new client development, investment management, client service and compliance while working toward required licenses and long-term career growth within Raymond James' advisor network.

Qualifications

• Bachelor's degree and at least 3 years in sales or business environment.
• Strong client service and relationship-building skills.
• Willingness to obtain industry licenses within required timelines.

Responsibilities

• Meet production and revenue targets.
• Develop a book of business aligned with AMP goals.
• Provide high level client service and manage client relationships.
• Open, transfer, and close customer accounts.
• Maintain account records and monitor portfolios.
• Market Raymond James in the community.
• Stay current on investment products and regulations.

Skills

CRM software

Interpersonal communication

Sales skills

Education

Bachelor's degree

3+ years sales experience

Tools

SIE license

Job description

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP) to help build a personal practice with mentor support. The program blends distance learning, apprenticeship and real client exposure to develop technical and sales skills.

As a Trainee, you will balance new client development, investment management, client service and compliance while working toward required licenses and long-term career growth within Raymond James' advisor network.