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Financial Advisor Trainee (Westlake Village, CA)
Raymond James Financial, Inc.
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Westlake Village, United States
Location
Westlake Village
Posted
June 20, 2026
Commute
Local Area
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Job Description
Job Description
**Job Summary**
The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our clientβs objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.
**Essential Duties and 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 d...
**Job Summary**
The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our clientβs objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.
**Essential Duties and 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 d...