[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.ResponsibilitiesCreates business development and/or acquisition strategies, generates leads, and maintains and expands referral sourcesSources, solicits and develops new affiliations by responding to incoming calls and inquiries, sending out materials and visiting prospects to meet specific recruiting goalsEstablishes relationships with prospective advisors, provides consultation and education regarding platform of choice or acquisition opportunitiesEstablishes and maintains a prospect databaseGathers information and data on prospects to be used in the sales process and for suitability reviewEvaluates interested prospects to determine suitabilityManages the creation of proformas for prospectsOversees visits to home office by prospects to address issues, interests and concernsAssists advisors during transition to the firmMay manage the process of advisor succession planning and counsel advisors on the establishment of a successful succession planMay coach and mentor othersPerforms other duties and responsibilities as assignedSkillsBachelor'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 environmentSIE required provided that an exemption or grandfathering cannot be appliedSeries 7 or ability to obtain within 6 months, depending on assigned functional areaAdvanced concepts, practices and procedures of business development in a financial services environmentInvestment concepts, practices and procedures used in the securities industryPrinciples of finance and securities industry operationsFinancial markets and productsFinancial analysis of businesses and FA practices, business valuation methods and modeling may be requiredSecurities rules and regulations in order to conduct proper due diligence analysis of independent practices may be requiredSourcing and developing prospectsDeveloping business development and/or practice acquisitions strategiesMaintaining and expanding referral sourcesGathering and compiling information and dataInitiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunitiesFacilitating transition/acquisition processesEstablishing and maintaining databasesPreparing and delivering clear, effective, and professional presentationsEffective questioning and listening techniquesOperating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databasesParticipate in professional organizations and activities to expand network of business contactsMaintain currency in investment advisor and/or financial planner services and productsPartner with other functional areas to accomplish objectivesIncorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategiesGather information, identify linkages and trends and apply findings to operationsResearch, interpret, analyze and apply information about prospectsEstablish and communicate clear directions and prioritiesOrganize, 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 environmentUse appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectivesIncite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectivesPlan, assign, monitor, review, evaluate and lead the work of others; coach and mentor othersWork independently as well as collaboratively within a team environmentMasters in Business Administration may be a plus depending on assigned areaBenefitsBase salary or wagesAdditional compensation (cash or equity)Discretionary bonusesCommissionsMedical, dental, and visionLife insuranceCritical illness insurance and accident insuranceDisability benefitsRetirement savingsPaid time off (including vacation, holidays, and sick leave)Parental leaveCompany OverviewFounded in 1962 and a public company since 1983, Raymond James Financial, Inc. It was founded in 1962, and is headquartered in Winona, Minnesota, USA, with a workforce of 10001+ employees. Its website is https://www.raymondjames.com/slaggiecapitalgroup/.