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Advisor Mastery Program - Chattanooga, TN 32H - Req. 1502526


Educational/Previous Experience Requirements:


        Minimum of (5) years post graduate working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.

        Bachelor’s degree (B.A) from four-year College or university preferred.

Through distance learning, apprenticeship and sessions at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James financial advisors.

The program takes a holistic approach, incorporating training for technical and sales skills to fully position new advisors for success. A generous compensation is provided initially to help ease participants out of a set salary while they build their client base. In addition, AMP is designed to support long-term development, whether a candidate plans to be a stand-alone advisor or join an existing team.


The program has three phases:

    Advisor Mastery Program - Introduction

  1. Introduction – During the first six months, participants study for and take their FINRA Series 7 and 66 license exams and the life and health insurance license exam. Each AMP candidate must hold their Series 7 and 66 licenses prior to their trip to the home office. Distance learning will introduce the basic activities participants will need to master as advisors. AMP candidates hold the responsibility to work with their mentor to advance their learning.

  2. Advisor Mastery Program - Foundatiion

  3. Foundation – In months 7 through 18, fundamental financial planning education is provided to obtain the Accredited Asset Management Specialist (AAMS) designation. Mentors provide day-to-day in-house guidance. The interactive distance learning and the three training sessions conducted at Raymond James headquarters in St. Petersburg, Florida, will enhance skill sets, inspire confidence and connect participants with one another.

  4. Advisor Mastery Program - Customized Graduate Education

  5. Customized Graduate Education – During months 19+ of the program, participants will identify areas of specialization that match their practice objectives or team roles. In this final phase, they will be directed to other Raymond James programs designed to extend their knowledge in these areas of interest. Note: The Certified Financial Planner™ certification is optional for Raymond James & Associates AMP participants in good standing with branch manager approval at month 24.


Educational/Previous Experience Requirements:

Bachelor’s degree (B.A) from four-year College or university preferred.

Minimum of (5) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.

Knowledge of:

Economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

Basic principles and methods for showing, promoting, and selling products or services.

Company’s working structure, policies, mission, strategies, and compliance guidelines.

Skill in:

Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.

Preparing and delivering clear, effective, and professional presentations.

Identifying the needs of customers through effective questioning and listening techniques.

Ability to:

Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.

Continuously learn investment products, industry rules and regulations, and financial planning.

Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

Articulate reasons behind decisions.

Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.

Establish and maintain effective working relationships with clients and colleagues.

Network in the community, effectively market him or herself and Raymond James.

Persevere and handle rejection and show resilience during the prospecting and networking process. 

Demonstrate persistence in the face of obstacles.

Accept criticism and deal calmly and effectively in high stress situations.

Effectively communicate portfolio losses while preserving client loyalty.

Provide a high level of client service.


Series 7 & 66 or the ability to obtain within 6 months from start of program.

Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.