About this role
Financial Advisor Trainee at Raymond James. Location: Bend, Oregon, United States. Role: developing business, managing relationships, prospecting clients Requirements: Able to complete Advisor Mastery Program, obtain industry licenses (SIE, Series 7, Series 66, life/health/variable annuity), develop client relationships, meet production targets, and demonstrate sales and financial planning skills. Category: Sales Seniority: Entry Level Certifications: sie, series 7, series 66, life health variable annuity Commitment: Full Time Workplace: Onsite Languages: English