Junior Outbound Advisor Recruiter - Finance

Raymond James; Iowa; Remote; USD 55,000 - 110,000; Full time

Job summary

Raymond James is seeking a proactive business development professional to identify opportunities, recruit new financial advisors, and build affiliations with planning professionals. You will work with the recruiting team to generate outbound leads and schedule meetings.

In this role you will maintain relationships with internal and external partners, develop strategies, and coordinate outreach across the firm. Travel is minimal; most work is remote.

Qualifications

• One year in business development or sales and/or five years in financial services.
• Bachelor’s Degree preferred; equivalent experience considered.

Responsibilities

• Initiates outbound sales calls, including cold calls to advisors and reviving existing warm prospects.
• Sources experienced financial advisors and/or financial institutions to meet recruiting goals.
• Makes referrals based on analysis of best-fit models and next steps.
• Sets meetings for recruiters/managers.
• Makes outbound calls to schedule, confirm and follow up after meetings.
• Identifies new business models based on advisor feedback and affiliation options.
• Cultivates relationships with recruiting partners.
• Assists in developing business development strategies.
• Performs other duties as assigned.

Skills

Sourcing & prospecting

Business development strategies

Referral sources

Outbound sales calls

Relationship management

Questioning & listening

Office software proficiency

Education

Bachelor's in Business Administration

Bachelor's in Marketing

Tools

CRM software

Office applications

Job description

Raymond James is seeking a proactive business development professional to identify opportunities, recruit new financial advisors, and build affiliations with planning professionals. You will work with the recruiting team to generate outbound leads and schedule meetings.

In this role you will maintain relationships with internal and external partners, develop strategies, and coordinate outreach across the firm. Travel is minimal; most work is remote.