Raymond James · 12 hours ago
AMP Financial Advisor Trainee-Henderson, TN
Henderson, TN
Full-time
Onsite
Entry Level
4+ years expRaymond James is a financial services firm that offers a unique development program called the Advisory Mastery Program (AMP) designed to train and prepare trainees for a successful career as Financial Advisors. The role involves developing client relationships, managing financial needs, and recommending suitable investment products while completing required training and obtaining industry licenses.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Become trained and skilled to effectively and efficiently function in the Financial Advisor role:
Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches
Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences
Seeks expertise of internal resources to identify investment opportunities and solutions for clients
Develops a book of business consistent with AMP program goals for assets under management and required production
Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred
OR ~ An equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program
Series 7 & 66 or ability to obtain within 4 months from start of program
Life, Health and Variable Annuity or ability to obtain within 6 months from start of program
General Experience - 13 months to 3 years
Preferred
Bachelor's: Accounting
Bachelor's: Business Administration
Bachelor's: Finance
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase