Launch Your Financial Advisor Career: AMP Trainee

100 Raymond James & Associates, Inc.; Los Angeles (CA); On-site; USD 70,000 - 81,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Retirement savings plan

Paid time off

Job summary

100 Raymond James & Associates, Inc. in Los Angeles is launching the Advisory Mastery Program (AMP), a structured development path designed to train and mentor new Financial Advisors with education, licensing, and client-facing skills.

Trainees will build a client pipeline, learn to assess client needs, recommend investments, and grow a book of business aligned with AMP goals, aiming for long-term client wealth and firm growth.

Qualifications

• Bachelor’s degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
• SIE required; Series 7 & 66 or ability to obtain within 4 months from start of program. Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.

Responsibilities

• Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
• Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
• Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
• Develops a book of business consistent with AMP program goals for assets under management and required production.
• Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes.

Skills

Client relationship management

Prospecting

Networking

Communication skills

Sales experience

Education

Bachelor’s degree (B.A)

Job description

100 Raymond James & Associates, Inc. in Los Angeles is launching the Advisory Mastery Program (AMP), a structured development path designed to train and mentor new Financial Advisors with education, licensing, and client-facing skills.

Trainees will build a client pipeline, learn to assess client needs, recommend investments, and grow a book of business aligned with AMP goals, aiming for long-term client wealth and firm growth.