Financial Advisor Trainee (oklahoma City, Ok)

Raymond James

Oklahoma City, OK, US
Client relationship management
Investment management skills
Sales activities experience
The Advisor Mastery Program offers comprehensive education for aspiring Financial Advisors

Job Summary

  • The Advisor Mastery Program offers comprehensive education for aspiring Financial Advisors.
  • Trainees will develop skills in client development, sales, and compliance.
  • Raymond James values a people-first culture and promotes professional growth.

Matching Summary

The Advisor Mastery Program offers comprehensive education for aspiring Financial Advisors.

Skills & Requirements

Must-have

  • Client relationship management
  • Investment management skills
  • Sales activities experience

Nice-to-have

  • Community networking skills
  • Effective communication abilities
  • Resilience in prospecting

Key Requirements

  • Bachelor's Degree preferred
  • SIE required
  • 3 years of relevant experience

Work Rights

Not specified

Tailored Resume

Cover Letter