Financial Advisor Trainee: Mentored, Licensed, Client Growth

Raymond James; Columbus (GA); On-site; USD 50,000 - 70,000; Full time

Job summary

Raymond James offers the Advisory Mastery Program (AMP) to prepare trainees for a career as a Financial Advisor. The program provides education, training and mentorship of technical and sales skills. After year one, AMP Advisors meet production targets that impact company revenue and client goals.

The role emphasizes developing a client base, evaluating needs, and recommending suitable investments while completing required licenses and advancing within wealth management.

Qualifications

• Bachelor’s degree preferred with four years’ experience or equivalent.
• Ability to obtain required licenses within timeframes.
• Strong presentation and client-facing skills.

Responsibilities

• Become trained to function effectively as a Financial Advisor.
• Develop client pipeline through networking and community involvement.
• Evaluate client needs and recommend suitable investment solutions.
• Develop a book of business aligned with AMP goals.
• Complete program training, licensing, and meet performance targets.
• Perform other duties as assigned.

Skills

Presentations

Communication

Problem solving

Education

Bachelor’s degree in Accounting, Business Administration, Finance

Job description

Raymond James offers the Advisory Mastery Program (AMP) to prepare trainees for a career as a Financial Advisor. The program provides education, training and mentorship of technical and sales skills. After year one, AMP Advisors meet production targets that impact company revenue and client goals.

The role emphasizes developing a client base, evaluating needs, and recommending suitable investments while completing required licenses and advancing within wealth management.