Raymond James & Associates, Inc., Research Division

Financial Advisor Trainee (Frisco, TX)

Raymond James & Associates, Inc., Research Division(1 month ago)

Frisco, TX, United StatesOnsiteFull TimeTrainee$40,225 - $54,963 (estimated)Wealth Management
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About this role

The Advisor Mastery Program (AMP) at Raymond James is a structured training and apprenticeship program that develops new Financial Advisors through distance learning, mentorship, and on-the-job training at the firm’s headquarters. It combines technical and sales education, licensing support, and career development to prepare trainees to build individual or team-based advisory practices. The program readies participants to provide client-focused investment advice while completing required industry exams and program milestones.

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Required Skills

  • Client Service
  • Financial Planning
  • Prospecting
  • Sales
  • Investment Management
  • Compliance
  • Relationship Management
  • Networking
  • Account Administration
  • Communication

+2 more

Qualifications

  • Bachelor’s Degree
  • Bachelor’s: Business Administration
  • Bachelor’s: Finance
  • SIE
  • Series 7
  • Series 66
  • Life Insurance License
  • Health Insurance License
  • Variable Annuity License

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