Business Development Consultant Job at Raymond James

Business Development Consultant

Raymond James

Location:
United States

Category:
Finance

Contract Type:
Not provided

Salary:

35568.00 - 130000.00 USD / Year

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Job Description:

Under general direction with a high level of autonomy, use extensive knowledge and skills obtained through education, and sales or recruiting success to develop relationships with advisor and/or financial planning professionals/organizations for the purpose of recruiting advisors and their teams to Raymond James RIA & Custody Solutions. Extensive networking 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 Responsibility:

Creates business development and sales strategies, generates leads, and maintains and expands referral sources
Sources, solicits and develops new prospects 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 and transition opportunities
Establishes and maintains a prospect database
Gathers information and data on prospects to qualify prospects, review for platform fit, and accelerate sales activities
Evaluates interested prospects to ensure philosophical alignment and motivation
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

Requirements:

Bachelor’s Degree from four year college or university
Minimum of five (5) years experience in Business Development or Sales
Experience with recruiting financial advisors in a financial services environment
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 license
Knowledge of advanced concepts, practices and procedures of business development in a financial services environment
Knowledge of investment concepts, practices and procedures used in the securities industry
Knowledge of principles of finance and securities industry operations
Knowledge of financial markets and products
Knowledge of financial analysis of businesses and FA practices, business valuation methods and modeling may be required
Knowledge of securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required
Skill in sourcing and developing prospects
Skill in developing business development and/or practice acquisitions strategies
Skill in maintaining and expanding referral sources
Skill in gathering, compiling, and analyzing information and data
Skill in initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities
Skill in facilitating transition/acquisition processes
Skill in establishing and maintaining databases
Skill in preparing and delivering clear, effective, and professional presentations
Skill in effective questioning and listening techniques
Skill in 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
Ability to maintain fluency in investment advisor and/or financial planner services and products
Ability to partner with other functional areas to accomplish objectives
Ability to incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies
Ability to gather information, identify linkages and trends and apply findings to operations
Ability to research, interpret, analyze and apply information about prospects
Ability to establish and communicate clear directions and priorities
Ability to 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
Ability to use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives
Ability to incite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectives
Ability to plan, assign, monitor, review, evaluate and lead the work of others
coach and mentor others
Ability to work independently as well as collaboratively within a team environment

Additional Information:

Job Posted:
March 10, 2026

Employment Type:

Fulltime

Work Type:

Remote work

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