Junior Outbound Financial Advisor Recruiter

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Job summary

Raymond James Financial offers a recruiter role that initiates outbound outreach to identify and recruit financial advisors. You will develop affiliations with advisor networks and drive meetings to expand Raymond James’ advisor base.

The position emphasizes proactive prospecting, consultative selling, and collaboration with recruiters and leadership. Travel to the home office is minimal, with remote work options where applicable.

Qualifications

• One year in business development or sales or five years in financial services.
• Bachelor’s degree preferred.
• Equivalent combination of experience, education, and/or training accepted.

Responsibilities

• Initiates outbound sales calls to advisors and revives warm prospects.
• Sources experienced financial advisors or institutions for affiliation goals.
• Makes referrals based on profiling to explore next steps.
• Sets meetings for recruiters and managers.
• Schedules outbound calls to confirm and follow up after meetings.
• Identifies additional business models from advisor feedback and affiliation options.

Skills

Prospecting

Outbound sales

Relationship building

Communication skills

Negotiation

Education

Bachelor’s degree in Business Administration or Marketing

Tools

CRM software

Microsoft Office

Job description

Raymond James Financial offers a recruiter role that initiates outbound outreach to identify and recruit financial advisors. You will develop affiliations with advisor networks and drive meetings to expand Raymond James’ advisor base.

The position emphasizes proactive prospecting, consultative selling, and collaboration with recruiters and leadership. Travel to the home office is minimal, with remote work options where applicable.