Raymond James
The Financial Advisor Trainee role within the Advisor Mastery Program provides comprehensive training in financial services, underwriting, and sales to prepare individuals for success as a Financial Advisor. The position involves building a client practice, managing investment portfolios, and delivering sound financial advice tailored to client objectives and risk tolerance. Trainees will develop technical and sales skills while balancing client service, compliance, and professional growth under the guidance of mentors and branch leadership.
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.
Raymond James didn’t post a salary, so this is our estimate from similar listings.