A day in the life
Each day, you’ll arrive at your branch office, knowing that everything you need to make it easier to serve your clients – fellow professionals, a dedicated support team, an extensive product platform, forward-looking technology and easy access to a powerful home office – is right there waiting. And, more important, you’ll know the book of business you’ve worked hard to build is yours to keeping growing.
The big questions
To help you dig deeper into what being a traditional employee advisor entails – and what you can expect as part of Raymond James – we’ve provided answers to the questions advisors ask most.
How will I be compensated?
You’ll receive up to a 50% payout – your specific percentage will depend on your mix of business and production. As an employee advisor with Raymond James, you’ll have access to our long-term incentive plan (LTIP), retention bonuses, profit sharing plan, employee stock ownership plan, employee stock purchase plan (ESPP) and 401k plan, as well as a voluntary deferred compensation plan.
Where will I work?
We will partner with you to locate available office space if we don’t have an existing branch office in your market.
What resources will I have access to?
Own your book of business and work in a branch setting where service, technology and operations associates support you locally, with all the resources of the home office serving you.
Enjoy a full-service branch setting, but with more flexibility and control than you will find in any other traditional partnership. You’ll build your own brand or leverage the Raymond James brand, while you enjoy support from your local team, branch and operations managers so you can focus your attention on your clients and growing your business.
Resources
Make a seamless transition with our team
Every new advisor should have a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is helping advisors make successful moves through a personalized process.
Learn More about Make a seamless transition with our teamThe Tradition
Discover many of the benefits of the traditional employee affiliation with Raymond James. Learn more about our competitive compensation, technology support, professional development, and featured product and services.
Download (PDF) about The TraditionThe Home Office Visit experience at Raymond James
A Home Office Visit is a tailored, behind-the-scenes tour that’s customized to match your specific needs. You’ll be introduced to the areas you most want to explore. You’ll meet with executive leaders to talk about growing your business. And you’ll do it all discreetly and confidentially.
Take the Next StepResources and support
Services tailored to your vision of success
Quality support plays a crucial role in a long and successful career, and that’s exactly what you’ll find here. Everything you deserve and more than you ever expected – that’s what we strive to deliver. Services include: marketing and social media, practice management, succession planning, transitions management, and wealth solutions.
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Technology
To keep all the moving pieces of your day seamlessly connected, you require access to integrated, efficient technology. And that’s precisely what we provide. Explore how our advisor-driven technology – intuitive applications built with input from our advisors to effectively meet your needs – can elevate your practice.
Providing an integrated and customizable platform that supports advisors and their business is our top priority. Explore how our technology is built from the mind of the advisor by navigating “Technology for you” and “Technology for your clients.”
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Marketing
Raymond James understands the importance of managing and building your brand as an advisor. This goes beyond simply extending the brand of the firm you’ve chosen to partner with – this is building your brand with your clients. That’s why we have a full-service, in-house creative agency made up of nearly 150 marketing professionals who are dedicated to serving their clients – financial advisors like you.
We actively encourage advisors to use our capabilities for custom branding, social media and website development to grow their businesses. Combining marketing experience with intimate financial services knowledge, we work closely with advisors to translate their vision into reality by developing materials that fit their style, reflect their standards and connect with their target audience.
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Practice Management
PCG Education & Practice Management focuses on providing you with the best available tools and resources to help manage your practice effectively and accelerate business growth – all while ensuring you have the flexibility and support to grow your business on your terms.
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Succession Planning
We pride ourselves on a tight-knit culture that offers the personalized support you’ll need to expand your practice as your goals evolve and, eventually, pass it on as you see fit. When you’re ready to grow, we’ll help you through each stage of acquiring another practice or book of business. And when you’re ready to retire, we’ll help you establish a business succession plan – building long-term value that will help you maximize the rewards of your years of hard work.
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Transitions Management
Every new advisor should have a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is helping advisors make successful moves through a personalized process.
Our Transitions group will support you from the first day of your affiliation, from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.
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Wealth Solutions
Managing substantial wealth often requires specialized capabilities and expertise. The Wealth Solutions team offers just that, helping advisors compete for and service high-net-worth clientele. Our professionals cater to the planning and wealth management needs of the most sophisticated clients – working as your partner, not your competition.
Whether you’re seeking expertise regarding significant wealth events or guidance with specific planning disciplines such as estate planning, charitable giving, lending solutions or risk management, the Wealth Solutions team is here to serve you and your clients.
Learn More about Wealth Solutions
Ready to learn more?
Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation about what your business would look like as an advisor at Raymond James.