Financial Advisor Trainee – Mentored AMP Path

Raymond James; Scottsdale (AZ); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Mentorship program

Licensing support

Job summary

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP). The program combines distance learning, mentorship, and hands-on client service to prepare the next generation of advisors.

You will study at the firm's headquarters while balancing new client development, investment management, and compliance, with goal of building a personal practice and earning licenses within prescribed timeframes.

Qualifications

• Bachelor's degree in business administration or finance is expected.
• Strong communication and networking skills are essential.
• Ability to develop and manage a client pipeline.

Responsibilities

• Learn to build an individual practice through AMP.
• Balance client development, sales activities, investment management, service and compliance.
• Provide sound financial advice aligned with client goals and risk tolerance.
• Meet production targets and complete required program training and licenses.

Skills

Client relations

Prospecting

Communication

Networking

Financial acumen

Education

Business Administration degree

Finance degree

Tools

CRM software

Job description

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP). The program combines distance learning, mentorship, and hands-on client service to prepare the next generation of advisors.

You will study at the firm's headquarters while balancing new client development, investment management, and compliance, with goal of building a personal practice and earning licenses within prescribed timeframes.