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Financial Advisor Trainee (Westlake Village, CA)

Raymond James at a glance

raymondjames.com
  • Founded 1962
  • Ticker RJF
RJF 168.12 USD +3.36%
  • Revenue (FY2025) $15.91B
  • Net income $2.13B

Investor research: Yahoo Finance · SEC filings

Source: Wikipedia

Raymond James

Join Raymond James in Westlake Village, California as a Financial Advisor Trainee and launch your career in financial services through our comprehensive Advisory Mastery Program (AMP). This full-time opportunity is designed to prepare you for success as a trusted financial advisor.

About the Role

The Advisory Mastery Program is an intensive development initiative that combines structured training with real-world mentorship. You'll build the knowledge, skills, and professional foundation needed to deliver sound financial guidance and help clients work toward their financial goals.

What You'll Do

  • Learn financial planning concepts and investment strategies under the guidance of experienced advisors
  • Develop expertise in assessing client objectives, time horizons, and risk tolerance
  • Gain hands-on experience in client relationship building and communication
  • Participate in comprehensive education programs covering financial products, regulations, and industry practices
  • Support advisors in delivering personalized financial counsel to clients

What We're Looking For

  • Bachelor's degree or equivalent professional experience
  • Strong interpersonal and communication skills
  • Genuine interest in financial services and helping others achieve their financial objectives
  • Ability to learn quickly and adapt in a dynamic environment
  • Professional demeanor and commitment to ethical practices

About Raymond James

Raymond James is a leading financial services firm with a reputation for integrity, innovation, and client-focused service. We're committed to developing talent and building long-term careers in wealth management and financial advisory.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

To apply for this job please visit www.adzuna.com.

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Working in Westlake Village, Ventura County

Weather right now in Westlake Village, Ventura County: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind:

California is a U.S. state in the Western United States that lies on the Pacific Coast. It borders Oregon to the north, and Nevada and Arizona to the east; it also shares an international border with the Mexican state of Baja California to the south. With over 39 million residents across an area of 163,696 square miles (423,970 km2), it is the largest U.S. state by population and third-largest by

  • Elevation 279m (915 ft)

Source: Wikipedia (state)

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Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

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