Raymond James Financial, Inc

Advisor Recruiting Consultant

Raymond James Financial, Inc • $130K — $500K *
US-Anywhere
+ 6 other locationsRemote
Finance & Insurance
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business Administration, Marketing, or related field.
  • 5-7 years of experience in Business Development or Sales, specifically within the financial services sector.
  • Experience recruiting financial advisors is essential.
  • Securities Industry Essentials (SIE) required; Series 7 must be obtained within 6 months.
  • Proven ability to develop and maintain professional relationships with financial advisors.

Responsibilities

  • Develop and execute strategic business development and acquisition strategies.
  • Generate leads and expand referral sources through various outreach methods.
  • Establish connections with prospective advisors and provide informative consultations.
  • Maintain an organized prospect database and manage sales documentation.
  • Assess suitability of interested prospects through thorough evaluation processes.
  • Support advisors during their transition to the firm and address their concerns throughout the process.
  • Potentially manage advisor succession planning and coach junior team members.

Benefits

  • Flexible remote work environment, requiring some travel (30-50%).
  • Comprehensive medical, dental, and vision insurance.
  • Life insurance and critical illness coverage offered.
  • Disability benefits and retirement savings plans included.
  • Generous paid time off including vacation, holidays, and sick leave.
Full Job Description
Job Description Summary
Plans and implements pursuit of strategic opportunities for a particular business or organization, for example, by cultivating partnerships and recruitment relationships with Financial Advisors.

Job Description

Job Summary

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or their practices to various Raymond James Financial divisions. Extensive contact with internal and external stakeholders is required to establish and maintain relationships that lead to recruiting new advisors. Acts in a professional sales and marketing capacity to help meet firm goals.

Remote role, with travel requirements - coverage areas:

State of Colorado, Kansas, Nebraska, South Dakota, North Dakota and Wyoming.

Essential Duties and Responsibilities
  • Creates business development and/or acquisition strategies, generates leads, and maintains and expands referral sources.
  • Sources, solicits and develops new affiliations by responding to incoming calls and inquiries, sending out materials and visiting prospects to meet specific recruiting goals.
  • Establishes relationships with prospective advisors, provides consultation and education regarding platform of choice or acquisition opportunities.
  • Establishes and maintains a prospect database.
  • Gathers information and data on prospects to be used in the sales process and for suitability review.
  • Evaluates interested prospects to determine suitability.
  • Manages the creation of proformas for prospects.
  • Oversees visits to home office by prospects to address issues, interests and concerns.
  • Assists advisors during transition to the firm.
  • May manage the process of advisor succession planning and counsel advisors on the establishment of a successful succession plan.
  • May coach and mentor others.
  • Performs other duties and responsibilities as assigned.


Knowledge, Skills, and Abilities

Knowledge of
  • Advanced concepts, practices and procedures of business development in a financial services environment.
  • Investment concepts, practices and procedures used in the securities industry.
  • Principles of finance and securities industry operations.
  • Financial markets and products.
  • Financial analysis of businesses and FA practices, business valuation methods and modeling may be required.
  • Securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required.


Skill in
  • Sourcing and developing prospects.
  • Developing business development and/or practice acquisitions strategies.
  • Maintaining and expanding referral sources.
  • Gathering and compiling information and data.
  • Initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities.
  • Facilitating transition/acquisition processes.
  • Establishing and maintaining databases.
  • Preparing and delivering clear, effective, and professional presentations.
  • Effective questioning and listening techniques.
  • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.


Ability to
  • Participate in professional organizations and activities to expand network of business contacts.
  • Maintain currency in investment advisor and/or financial planner services and products.
  • Partner with other functional areas to accomplish objectives.
  • Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies.
  • Gather information, identify linkages and trends and apply findings to operations.
  • Research, interpret, analyze and apply information about prospects.
  • Establish and communicate clear directions and priorities.
  • Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment.
  • Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
  • Incite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectives.
  • Plan, assign, monitor, review, evaluate and lead the work of others; coach and mentor others.
  • Work independently as well as collaboratively within a team environment.


Educational/Previous Experience Requirements
  • Bachelor's Degree from four year college or university with a minimum of five (5) years experience in Business Development or Sales, with experience with recruiting financial advisors in a financial services environment.
  • Masters in Business Administration may be a plus depending on assigned area.
  • OR ~
  • An equivalent combination of experience, education, and/or training approved by Human Resources.


Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7 or ability to obtain within 6 months, depending on assigned functional area.


Travel Required: Yes, 30-50 % of the Time

Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.

Education
Bachelor's: Business Administration, Bachelor's: Marketing

Work Experience
General Experience - 6 to 10 years

Certifications

Salary Range
$130,000.00-$500,000.00

Travel
Up to 50%

Workstyle
Remote

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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