Raymond James · 4 hours ago
Sr. Outbound AdvisorChoice Consultant
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $150K/yr
3+ years expRaymond James is a financial services firm, and they are seeking a Senior Outbound AdvisorChoice Consultant. This role involves initiating a high volume of outbound calls to experienced financial advisors to foster interest in affiliation with the firm and assist them in identifying the best affiliation options.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Initiates a high volume of outbound sales calls, including cold calls to advisors and keeping existing prospects engaged with their recruiting partners
Sources experienced financial advisors and/or financial institutions interested in affiliating with Raymond James to meet specific recruiting goals
Makes referrals based on the consultant’s analysis of a best fit business model profiling process including next step exploration
Sets meetings for recruiters/managers
Makes outbound calls to schedule, confirm and or follow-up after meetings have occurred
Identifies other business models based on advisor feedback and in consultation with their recruiting partners
Cultivates relationships with all recruiting partners
Assists in the development of business development strategies
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's degree and 3-5 years of relevant experience in business development, sales, or financial services
An equivalent combination of experience, education, and/or training approved by Human Resources
Knowledge of concepts, practices and procedures of business development in a financial services environment
Knowledge of investment concepts, practices and procedures used in the securities industry
Knowledge of principles of finance and securities industry operations
Knowledge of financial markets and products
Skill in sourcing and developing sales prospects using a proprietary CRM
Skill in cultivating business development strategies
Skill in making a high volume of outbound cold calls and turning them into recruiting opportunities
Skill in maintaining relationships with recruiting partners
Skill in effective questioning and listening techniques, including handling of objections
Skill in operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases
Ability to familiarize with and partner with other areas of the firm to accomplish objectives
Ability to research, interpret, analyze and apply information about prospects
Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives
Ability to work independently as well as collaboratively within a team environment
Preferred
Bachelor's: Business Administration
Bachelor's: Marketing
General Experience - 3 to 6 years
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase