Education combined with real-world experience

You’re talented, driven and new to the industry. We can work with that. We know new advisors are important to our ongoing success; that’s why we’ve developed the Advisor Mastery Program to help you gain the technical advisor and sales skills needed for a rewarding, successful career as an advisor with Raymond James. Ideal candidates are disciplined, self-motivated professionals who have a genuine desire to help investors achieve success while realizing their own. This program is just one way we show our commitment to our advisors. But it doesn’t stop there. Throughout your career, you’ll receive ongoing support as your practice grows. It’s the only way you, in turn, can provide the best possible service to help your clients reach their financial goals.

Once accepted into the Advisor Mastery Program, you’ll:

• Gain broad knowledge of all aspects of financial planning
• Prepare and test for FINRA Series 7 and 66 licenses, as well as life and health insurance licenses
• Earn industry certifications and designations, such as the Certified Financial Planner™ certification
• Have an opportunity to specialize by learning more about investment, wealth, retirement and legacy planning
• Receive a practical education on client acquisition, the advisory process and practice management

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