Remote Junior Financial Advisor Recruiter & Outreach Pro

100 Raymond James & Associates, Inc.; Pennsylvania; Hybrid; USD 55,000 - 110,000; Full time

Job summary

Raymond James is seeking a proactive business development professional to identify opportunities and recruit financial advisors. You will prospect, schedule meetings, and collaborate with recruiters to grow the advisor network.

In this role you will initiate outbound calls, build and maintain relationships, and help shape recruiting strategies across the firm’s financial planning teams. A background in financial services is preferred.

Qualifications

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

Responsibilities

• Initiates outbound sales calls, including cold calls to advisors and reviving existing warm prospects within recruiting.
• Makes referrals based on analysis of best-fit business models for affiliation.
• Sets meetings for recruiters/managers and follows up after meetings.
• Develops business development strategies and expands recruiting partnerships.
• Works with team to identify new affiliating opportunities with advisors and institutions.
• Maintains relationships with internal and external partners.

Skills

Sourcing and developing sales prospect

Outbound sales calls

Relationship building

Strategic business development

Lead qualification

Education

Bachelor’s - Completed: Business Administration

Bachelor’s - Completed: Marketing

Job description

Raymond James is seeking a proactive business development professional to identify opportunities and recruit financial advisors. You will prospect, schedule meetings, and collaborate with recruiters to grow the advisor network.

In this role you will initiate outbound calls, build and maintain relationships, and help shape recruiting strategies across the firm’s financial planning teams. A background in financial services is preferred.