AMP Financial Advisor

Raymond James Financial, Inc. offers the Advisory Mastery Program (AMP), a structured development track designed to train and support trainees as they build the skills needed to become Financial Advisors. AMP blends education, hands-on training, and mentorship focused on both technical and sales capabilities, with successful participants expected to meet production targets after their first year.

Location: Atlanta, GA (onsite) | Workstyle: Resident | Travel: Less than 25%

Program and Job Overview

In this role, you’ll complete varying tasks and assignments and participate in rotations across a range of financial services areas under varying levels of supervision. The program focuses on developing skills and capabilities that prepare you to move into a specific role within the organization.

The AMP pathway includes required training and assignments, including obtaining mandatory industry licenses within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards.

Responsibilities

• Receive training to become skilled in the Financial Advisor role and function effectively and efficiently.
• Build a client pipeline through prospecting, networking, community involvement, centers of influence, and developing niches.
• Manage the full scope of client relationships by evaluating client financial needs, investment opportunities, current holdings, and available investment capital to support clear investment objectives.
• Recommend investment products, solutions, and services aligned to predetermined needs, including time horizons, risk profile, and preferences.
• Use internal resources to identify investment opportunities and solutions for clients.
• Develop a book of business consistent with AMP program goals for assets under management and required production.
• Complete program training and assignments, obtain mandatory industry licenses within required timeframes, master assessments, and meet minimum performance and production standards.
• Perform other duties and responsibilities as assigned.

Requirements

• Bachelor’s degree (B.A) from a four-year college or university preferred, plus 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.
• Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
• Understanding of basic principles and methods for showing, promoting, and selling products or services.
• Ability to prepare and deliver clear, effective, professional presentations.
• Strong communication and interpersonal skills to build relationships with clients.
• Problem-solving skills to identify client needs through effective questioning and listening.
• Persistence in the face of obstacles and optimism when encountering rejection.
• Ability to accept criticism and remain calm in high-stress situations, including communicating portfolio losses while preserving client loyalty.
• High level of client service with a focus on what’s best for clients’ personal wealth management.
• Ability to network in the community and market yourself and Raymond James effectively.

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Critical illness insurance
• Accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

Education

• Bachelor’s: Accounting
• Bachelor’s: Business Administration
• Bachelor’s: Finance

Work Experience

• General Experience - 13 months to 3 years

Certifications / Exams

• s66 - Uniform Combined State Law Examination (FINRA)
• s7 - General Securities Representative Examination (FINRA)
• Securities Industry Essentials Exam (SIE) (FINRA)