Raymond James
The Financial Advisor Trainee role is part of the Advisor Mastery Program (AMP), offering comprehensive training in technical and sales skills to prepare individuals for success as a Financial Advisor. The position involves building an individual practice, developing client relationships, and providing sound financial advice while balancing new client development, sales activities, and compliance. Trainees work with mentors and teams to master investment management, customer service, and personal growth.
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.
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