Mentor-Led Financial Advisor Trainee (AMP)

raymondjames; Springfield (MA); On-site; USD 42,000 - 64,000; Full time

Job summary

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP) at the firm's headquarters. The Trainee will learn to build an individual practice balancing client development, investment management, and compliant service under a mentor and management team.

Through distance learning and on-site training, the program covers technical and sales skills, with progression toward independent practice and potential team-based roles in the organization, aligning with

Qualifications

• Bachelor's Degree (B.A.) from a four-year college or university preferred with a minimum of three (3) years of relevant experience.
• Knowledge of economics, financial markets, and basic financial planning concepts.
• Ability to organize, manage and track multiple tasks in a fast-paced environment.

Responsibilities

• Meet production targets and build a client book aligned with AMP goals.
• Provide high level client service and maintain client relationships.
• Assist in investment discussions, service client accounts, and processing orders.
• Develop pipeline through networking and community engagement.
• Learn and apply investment products, regulatory guidelines, and compliance.

Skills

Client relationship management

Communication skills

Organization

Sales aptitude

Education

Bachelor's Degree

Tools

CRM software

Job description

Raymond James is seeking a Financial Advisor Trainee through the Advisor Mastery Program (AMP) at the firm's headquarters. The Trainee will learn to build an individual practice balancing client development, investment management, and compliant service under a mentor and management team.

Through distance learning and on-site training, the program covers technical and sales skills, with progression toward independent practice and potential team-based roles in the organization, aligning with