[Remote] Advisor Recruiting Consultant

Note: The job is a remote job and is open to candidates in USA. Raymond James is a financial services company seeking an Advisor Recruiting Consultant. The role involves developing affiliations with financial advisors and organizations, managing relationships to recruit new advisors, and implementing business development strategies.

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

Skills

• 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
• Advanced concepts, practices and procedures of business development in a financial services environment
• Investment concepts, practices and procedures used in the securities industry
• Principles of finance and securities industry operations
• Financial markets and products
• Financial analysis of businesses and FA practices, business valuation methods and modeling may be required
• Securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required
• Sourcing and developing prospects
• Developing business development and/or practice acquisitions strategies
• Maintaining and expanding referral sources
• Gathering and compiling information and data
• Initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities
• Facilitating transition/acquisition processes
• Establishing and maintaining databases
• Preparing and delivering clear, effective, and professional presentations
• Effective questioning and listening techniques
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases
• Participate in professional organizations and activities to expand network of business contacts
• Maintain currency in investment advisor and/or financial planner services and products
• Partner with other functional areas to accomplish objectives
• Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies
• Gather information, identify linkages and trends and apply findings to operations
• Research, interpret, analyze and apply information about prospects
• Establish and communicate clear directions and priorities
• 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
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives
• Incite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectives
• Plan, assign, monitor, review, evaluate and lead the work of others; coach and mentor others
• Work independently as well as collaboratively within a team environment
• Masters in Business Administration may be a plus depending on assigned area

Benefits

• Base salary or wages
• Additional compensation (cash or equity)
• Discretionary bonuses
• Commissions
• Medical, dental, and vision
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

Company Overview