Raymond James
This role is the Financial Advisor Trainee within the Advisor Mastery Program at Raymond James, focusing on developing technical and sales skills through distance learning and mentorship. Incumbents will learn to build an individual practice while balancing new client development, investment management, and compliance with personal growth. The position prepares candidates to provide sound financial advice and counsel consistent with client objectives and risk tolerance.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Raymond James.
27% below the average for this role
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