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Raymond James · 1 day ago

Business Development Consultant - Midwest

United States

Full-time

Remote

Mid, Senior Level

$36K/yr - $130K/yr

5+ years exp

Raymond James is a financial services firm seeking a Business Development Consultant to manage the buying and selling of securities and develop relationships with financial planning professionals. The role involves creating business development strategies, generating leads, and assisting advisors during their transition to the firm.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Creates business development and sales strategies, generates leads, and maintains and expands referral sources

Sources, solicits and develops new prospects 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 and transition opportunities

Establishes and maintains a prospect database

Gathers information and data on prospects to qualify prospects, review for platform fit, and accelerate sales activities

Evaluates interested prospects to ensure philosophical alignment and motivation

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

Qualification

Business DevelopmentFinancial ServicesInvestment ConceptsSecurities RegulationsFinancial AnalysisSales StrategiesDatabase ManagementCoachingNetworkingEffective CommunicationMentoringTeam CollaborationPresentation Skills