Learn how the Advisor Mastery Program prepares graduates for long-term success
AMP’s two-year program will guide you from licensing to learning the skills necessary to become an effective advocate for your clients and their investments, assets and financial plans. Being a successful financial advisor takes more than knowing the rules and the ins and outs of financial products, so the advisor mastery program also focuses on building the interpersonal skills and business acumen needed to gain clients and grow your business. That wider focus makes AMP different.
“The Advisor Mastery Program is really built in a way to give robust training to new advisors, and that’s what ultimately helped me decide that program was the right way to do it. It’s not focused on just production or just assets, but it’s really about building the whole advisor from start to finish, from prospect to long-term client.”
– AMP Graduate Jamie Losito, CFP®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The Advisor Mastery Program curriculum goes remarkably deep into the concepts of advising and growing a business, giving trainees the opportunity to excel in the fundamentals while allowing mentors and managers to identify and help shape potential successors.
Trainees are instructed how to ask clients and prospects the right questions to understand their needs, gaps and goals.
2. Creating a financial plan
Using Goal Planning & Monitoring software, trainees are taught how to engage the client in creating a financial plan they can own and be active in.
3. The client experience process
Trainees learn how to use a series of meetings – connection, clarity, strategy – to build stronger client relationships based on mutual trust.
Raymond James is committed to inclusion
We talk a lot about our culture. We put people first, and value their diverse experience and backgrounds. We intentionally nurture an inclusive culture where everyone feels welcomed, respected, valued and free to bring their whole selves to work. This unleashes the power of perspective and unique talents to drive growth, improvement and exceptional results. We believe that maintaining a culture that supports our values, our advisors and our associates is not only ethical, it is central to our success.
Veterans in AMP
See how AMP helps former military personnel transition into another meaningful career.
Women in AMP
Women make natural financial advisors and AMP sets them up for success. Read four advisors’ stories.
Black advisor stories
Learn how AMP provides a strong infrastructure and connections to jump-start Black financial advisors’ careers by providing an inclusive and diverse environment and opportunities.
As an LGBT+ friendly environment committed to respect and equality, learn how AMP supports LGBT+ financial advisors successfully begin their career.
A foundation for your career
Financial advisors come from a variety of backgrounds and experiences, and from many stages of life. While many of our most successful candidates come into AMP with experience in business and financial services, that knowledge can be earned with time and dedication.
If you are interested in becoming a financial advisor, but feel you need more experience, we have designed the 18-month AMP Foundations program. You will immediately begin working in a branch setting while you learn and refine your business and financial services knowledge.
Inside the AMP Foundations program
Our AMP Foundations program prepares you for success by focusing on three key facets of success in financial advising.
Prepare to take the Securities Essentials Exam, the Series 7 and Series 66 exams.
Obtain the Wealth Management Specialist designation.
Learn various Raymond James Technology tools like Goal Planning & Monitoring – Raymond James’ suite of tools for lifelong financial planning.
Take time to immerse yourself in various branch roles including service associate, planner and advisor role to learn the business from the ground.
Practice client relationship foundations by observing and documenting client interactions and actively participating in the conversations.
Evaluate client business, personal and financial needs to address gaps, identify investment opportunities and recommend strategies with the guidance of experienced advisors.
Learn basic business development strategies to position you into the Advisor Mastery Program through networking and prospecting guidance, developing pipelines and beginning to source your own clients.
Work with experienced advisors to prepare for meetings, strategize and present plans to clients.
Receive advice and guidance from professional coaches and mentor support.
Obtain feedback through practice opportunities with classmates and coaches.
Advisors reflect on what made them join the Advisor Mastery Program and the effect it’s had on their lives and careers.