Advisor Recruiting Consultant

Raymond James•Remote - Colorado, CO

6d•$130,000 - $500,000•Remote

About The Position

Plans and implements pursuit of strategic opportunities for a particular business or organization, for example, by cultivating partnerships and recruitment relationships with Financial Advisors. 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.

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.
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.

Nice To Haves

Masters in Business Administration may be a plus depending on assigned area.
An equivalent combination of experience, education, and/or training approved by Human Resources.

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.