Raymond James & Associates, Inc., Research Division

Financial Advisor Trainee- Winter Park, FL

Raymond James & Associates, Inc., Research Division

4 months ago
Winter Park, FL
Onsite
Full Time
Trainee
0 applicants
Raymond James & Associates, Inc., Research Division
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About this role

The Financial Advisor Trainee participates in Raymond James’ Advisor Mastery Program (AMP), a structured training and apprenticeship combining distance learning and on-site instruction at the firm’s headquarters. The program provides comprehensive education in technical and sales aspects, mentorship, and milestones to prepare candidates for a career as a Financial Advisor. Candidates progress through required training and licensure with the aim of transitioning into a full advisor role.

Skills

Qualifications

Bachelor’s Degree - AccountingBachelor’s Degree - Business AdministrationBachelor’s Degree - FinanceSecurities Industry Essentials (SIE)Series 7 (General Securities Representative)
Raymond James & Associates, Inc., Research Division

About Raymond James & Associates, Inc., Research Division

rjcapitalmarkets.com

Industries

Finance

N/A

About Raymond James & Associates, Inc., Research Division

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

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

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