AMP Financial Advisor (Carlsbad, CA)
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At a glance
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Requirements
Credentials this posting asks for.
Job overview
The Advisory Mastery Program trains and supports candidates preparing for Financial Advisor careers through education, mentorship, and development of technical and sales skills. Advisors build client pipelines, assess financial needs, recommend suitable investment solutions, and develop a book of business. The program includes required training, assessments, performance standards, and industry licenses. A bachelor’s degree is preferred, along with four years of work experience including sales or business experience.
Skills & qualifications
Skills
Qualifications
Full 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 client’s 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 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.
Knowledge of
Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
Basic principles and methods for showing, promoting, and selling products or services.
Skill in
Preparing and delivering clear, effective, and professional presentations.
Strong communication and interpersonal skills to build relationships with clients.
Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.
Ability to
Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
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 with a strong focus remaining on what’s best for their personal wealth management.
Network in the community and effectively market him or herself and Raymond James.
Education/Previous Experience
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.
Licenses/Certifications
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.
How this job compares
Set against the 3,662 open Financial Advisor jobs on Olive Jobs, counted November 4, 2026.
- Pay
- This postingNot listed
- California median$70K/yr268 salary ranges
- US median$25–38/hr84 hourly ranges
- Openings
- Olive Jobs lists 451 open Financial Advisor jobs in California and 3,662 across the US. 1% of them nationwide are listed as remote or flexible.
- Hiring the most in California
- JPMorgan Chase145 open
- Bank of America135 open
- Edward Jones35 open
- Experience
- Financial Advisor postings that state a minimum ask for 2 years of experience at the median; the middle half ask for 1 to 4 years (1,997 postings).
- Education
- 1,094 of the 3,662 open Financial Advisor jobs (30%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 4, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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