Job Description Summary

Under limited supervision uses specialized knowledge and skills obtained through experience, training and/or certification to support a team in recruiting advisors to Raymond James Financial Services Financial Institutions Division partners. Extensive contact and collaboration 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.

Job Description

Essential Duties and Responsibilities
• Collaborate and communicate with external recruiters and PCG divisions for cross-referral opportunities of FID clients.
• Manage and communicate the FID opportunity pipeline with internal, external and PCG recruiting resources.
• Coordinates Drip Campaigns.
• Sources, solicits and develops new affiliations by responding to incoming calls and inquiries, sending out materials and may visit prospects to meet specific recruiting goals.
• Maintain FID recruiting checklist and resources.
• Assists with the creation of business development strategies, and with maintaining and expanding referral sources including the coordination of target marketing campaigns.
• Maintains a prospect database; generates reports as needed.
• Establishes relationships with prospective advisors, provides consultation and education regarding financial institutions division opportunities.
• Proactively calls existing prospects to educate them on RJFS products and services.
• Responds to incoming calls and inquiries including research, follow-up, sending out materials and obtaining background information.
• Gathers information and data on prospects to be used in the sales process.
• Participates in conference calls with prospects.
• Visit with prospective advisors to address issues, interests and concerns.
• May participate in visits to with divisional teams to discuss recruiting opportunities with investment program management.
• May participate in visits to home office by prospects to address issues, interests and concerns.
• Coordinates with other functional areas to ensure a professional recruiting process.
• Assists division management with the creation of proformas for prospects.
• Serve as backup to Division Director and Assistant Division Director in recruiting activities.

Knowledge, Skills, and Abilities
Knowledge of
• Basic concepts, practices and procedures of business development in a financial services environment.
• Investment concepts, practices and procedures used in the securities industry.
• Investment advisor and/or financial planner services and products.
• Account types, the transfer process, and industry operations in general.

Skill in
• Responding to inquiries and turning them into sales opportunities.
• Sourcing and developing sales prospects.
• Establishing and maintaining databases.
• Initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities.
• Maintaining and expanding referral sources.
• 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.
• Provide a high level of customer service to reach sales objectives.
• 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 assignments.
• Research, interpret, analyze and apply information about prospects.
• Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives.
• Work independently as well as collaboratively within a team environment.
• Maintain currency in investment advisor and financial planner services and products.

Educational/Previous Experience Requirements
Education/Previous Experience
• Bachelor’s Degree from a four year college or university with three (3) to five (5) years of experience in marketing or sales in a financial planning, investment management or other financial services environment.
• 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 (& 63 where required), or willingness to obtain within agreed upon timeframe.

Education

Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: Marketing

Work Experience

General Experience - 6 to 10 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Remote

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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