Financial Advisor Trainee: Launch Your Practice & Licenses

Raymond James; Florida; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings plan

Paid time off

Job summary

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP). The program blends distance learning, apprenticeship, and hands-on client work at the firm’s headquarters to cultivate technical and sales skills for future advisory roles.

As a Trainee, you will balance new client development, investment management, and client service while working with mentors and a team of advisors to build a practice. Licensing milestones are part of the program.

Qualifications

• Bachelor’s degree with 3+ years in sales or business environment.
• Strong communication and interpersonal skills.
• Ability to learn investment products and industry regulations.

Responsibilities

• Develops the foundation to become a Financial Advisor through rotations.
• Meets production targets as part of AMP program.
• Builds a book of business and client relationships.
• Learns to provide sound financial advice aligned to client goals.
• Completes required program training and earns licenses on schedule.

Skills

CRM proficiency

Active listening

Education

Bachelor’s degree or higher

Job description

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP). The program blends distance learning, apprenticeship, and hands-on client work at the firm’s headquarters to cultivate technical and sales skills for future advisory roles.

As a Trainee, you will balance new client development, investment management, and client service while working with mentors and a team of advisors to build a practice. Licensing milestones are part of the program.