Financial Advisor Trainee: Launch Your Practice & Growth

Raymond James; Jacksonville (FL); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James offers the Advisor Mastery Program (AMP) to train the next generation of Financial Advisors. The Trainee learns to balance new client development, sales activities, investment management and client service under the guidance of mentors and management.

The program emphasizes a holistic approach, combining technical and sales skills to position new Advisors for success and future team opportunities within the firm.

Qualifications

• Bachelor’s degree and relevant experience or training in sales or business.
• Interest in financial services and client advisory roles.
• Strong communication and interpersonal skills.

Responsibilities

• Learn to build an individual client practice under mentorship.
• Develop a book of business aligned with AMP program goals.
• Provide sound financial advice aligned with client objectives.
• Balance client development, sales activities, investments, and compliance.
• Maintain client records and stay current on product offerings.

Skills

Client relations

Sales experience

Financial services

Communication skills

Networking

Education

Bachelor’s Degree

Tools

CRM software

Job description

Raymond James offers the Advisor Mastery Program (AMP) to train the next generation of Financial Advisors. The Trainee learns to balance new client development, sales activities, investment management and client service under the guidance of mentors and management.

The program emphasizes a holistic approach, combining technical and sales skills to position new Advisors for success and future team opportunities within the firm.