The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors through distance learning, apprenticeship, and training
Job Summary
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors through distance learning, apprenticeship, and training.
The Trainee will balance new client development, sales activities, investment management, customer service, and compliance with personal and professional growth and development.
The program requires obtaining mandatory industry licenses within prescribed timeframes and meeting minimum performance and production standards.
Matching Summary
The Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors through distance learning, apprenticeship, and training.
Skills & Requirements
Must-have
Client development and sales activities
Investment management and client counsel
Production targets and revenue goals
Client pipeline development
Investment product recommendations
Client account management
Nice-to-have
Holistic approach to financial planning
Long-term development support
Client-first, integrity, independence
Continuous learning and adaptation
Key Requirements
Bachelor's Degree or equivalent experience
3 years of relevant working experience
SIE license or ability to obtain
Series 7 and Series 66 licenses or ability to obtain
Life, Health and Variable Annuity licenses or ability to obtain