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Essential Duties and 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.
Knowledge, Skills, and Abilities:
- 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.
Qualifications Bachelor's degree:
- 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.
Raymond James
Raymond James is a diversified financial services company that provides wealth management, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. The company has locations and subsidiaries across the United States, Canada, the United Kingdom, and Germany.