Participate in Raymond James’ Advisory Mastery Program to develop financial advisory, investment, and sales skills. Build a client pipeline through prospecting and networking, assess client financial needs and risk profiles, recommend suitable investment products, manage client relationships, and develop a book of business. Complete required training, meet production standards, and obtain FINRA and insurance licenses within specified timeframes.

Participates in the Advisory Mastery Program to become a Financial Advisor through training, mentorship, licensing, and sales development. Responsibilities include prospecting, networking, building a client pipeline and book of business, evaluating financial needs, recommending suitable investment solutions, managing client relationships, and meeting asset and production targets. The role requires obtaining securities and insurance licenses, completing program assignments, and delivering professional, client-focused financial guidance.