Raymond James
The Financial Advisor Trainee participates in the Advisor Mastery Program at Raymond James Financial to develop technical and sales skills for building an individual investment practice. Trainees work alongside mentors and branch managers to manage client relationships, develop a book of business, and sell financial products while adhering to regulatory compliance. The role focuses on long-term professional growth, transitioning from a trainee to a successful Financial Advisor or joining an existing team.
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.
69% below the average for this role