Raymond James
The Financial Advisor Trainee participates in the Advisor Mastery Program to develop the technical and sales skills necessary for a career as a Raymond James Financial Advisor. The role involves learning to build an individual practice, manage client relationships, and provide sound financial advice while balancing new client development and compliance requirements. Trainees work with mentors and teams to master investment products, industry regulations, and financial planning.
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.
58% above the average for this role