Financial Advisor Trainee: Start Your Practice

Raymond James, Inc.; Boca Raton (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid time off

Job summary

Raymond James, Inc. invites applicants for the AMP Financial Advisor Trainee program in Boca Raton, FL. This role balances client development, advisory service and sales activities while completing required licenses and training paths.

Through mentorship and structured rotations, the Trainee learns to build a personal practice, manage accounts, and provide financial guidance tailored to client objectives and risk tolerance.

Qualifications

• Bachelor’s degree required with a minimum of three years in sales or business environment.
• Must obtain SIE licensing within four months and Series 7/66 within four months.
• Life, Health and Variable Annuity licenses or ability to obtain within six months.

Responsibilities

• Meet production targets and contribute to revenue goals.
• Develop a book of business aligned with AMP program goals.
• Provide high level client service and manage client relationships.

Skills

Client relationships

Communication skills

Networking

Sales mindset

Education

Bachelor’s degree

Accounting

Business Administration

Finance

Tools

CRM software

Job description

Raymond James, Inc. invites applicants for the AMP Financial Advisor Trainee program in Boca Raton, FL. This role balances client development, advisory service and sales activities while completing required licenses and training paths.

Through mentorship and structured rotations, the Trainee learns to build a personal practice, manage accounts, and provide financial guidance tailored to client objectives and risk tolerance.