The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills training
Job Summary
The Advisor Mastery Program (AMP) offers comprehensive education for new Financial Advisors, incorporating technical and sales skills training.
Trainees 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 training.
Skills & Requirements
Must-have
Client relationship management
Financial planning and advice
Investment product sales
New client development
Production target achievement
Nice-to-have
Client-first approach
Integrity and independence
Long-term view
Authentic self-expression
Continuous learning mindset
Key Requirements
Bachelor's Degree preferred
Minimum 3 years relevant experience
Sales or business environment achievement
SIE license required
Series 7 and Series 66 licenses required
Life, Health, and Variable Annuity licenses required