Raymond James
The Financial Advisor Trainee participates in the Advisor Mastery Program, a comprehensive training initiative designed to develop technical and sales skills for future financial advisors. The role involves learning to build an individual practice under the guidance of mentors and branch managers, focusing on client development, investment management, and compliance. Trainees will provide sound financial advice and counsel while balancing new client acquisition with professional growth and development.
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.
41% above the average for this role