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When Raymond James launched a new financial advisor development program in October, it was designed to turn professionals like firm employee Rachel McNeil into a financial advisor.
McNeil has spent the last several years at Raymond James working on retirement income planning, where her clients were the advisors. Now, as she transitions to working with the Mustard Seed Advisors team in Saint Petersburg, Fla., she is starting to work directly with clients in her new financial advisor role.
McNeil is one of 35 participants in Raymond James’s new training program, called Advisor Mastery Program, or AMP. The program officially launched on Oct. 1. Its participants are based in Raymond James branches in California, Colorado, Florida, Indiana, Michigan and Texas.
The two-year program targets participants who have at least five years of work experience and a college degree. The trainees are required to pass the Series 7 exam and undergo rigorous sales and technical training both on the job and in...