The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills
Job Summary
The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills.
The Trainee will balance new client development, sales activities, investment management, customer service, and compliance with personal and professional growth.
Raymond James fosters a people-first culture that honors, values, and respects the uniqueness, experiences, and backgrounds of all associates.
Matching Summary
The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills.
Skills & Requirements
Must-have
Develop individual financial practices
Meet production targets
High level of client service
Client pipeline development
Recommend suitable investment products
Obtain industry licenses
Nice-to-have
Client-first, integrity, independence
Conservative, long-term view
Continuous professional growth
Effective communication skills
Resilience during prospecting
Key Requirements
Bachelor's Degree or equivalent experience
3 years of relevant working experience
SIE required
Series 7 and Series 66 or ability to obtain
Life, Health, and Variable Annuity or ability to obtain