Financial Advisor Trainee: Mentorship & Licensing

Raymond James; Los Angeles (CA); On-site; USD 70,000 - 75,000; Full time

Job summary

Raymond James is seeking candidates for the Advisory Mastery Program (AMP), a structured training track designed to prepare new advisors for a long-term career in financial planning. Trainees receive education, mentorship, and hands-on exposure to both technical and sales competencies within a client-focused practice.

In this program, you will develop a client pipeline, learn to assess client needs, and work toward securities licenses while building a book of business and contributing to the

Qualifications

• Proven ability to develop client pipelines through prospecting, networking, and community involvement.
• Ability to evaluate client financial needs and investment objectives to recommend suitable solutions.
• Strong communication and presentation skills with a client-centric approach.

Responsibilities

• Develop client pipeline by prospecting, networking, and centers of influence.
• Manage full scope of client relationships and investment objectives.
• Recommend investment products and services aligned with client needs and risk profile.
• Develop a book of business aligned with AMP goals and required production.
• Complete program training and obtain mandatory licenses within set timeframes.

Skills

Prospecting

Networking

Relationship building

Sales skills

Education

Bachelor’s degree

High School Diploma

Job description

Raymond James is seeking candidates for the Advisory Mastery Program (AMP), a structured training track designed to prepare new advisors for a long-term career in financial planning. Trainees receive education, mentorship, and hands-on exposure to both technical and sales competencies within a client-focused practice.

In this program, you will develop a client pipeline, learn to assess client needs, and work toward securities licenses while building a book of business and contributing to the