Benefits for your institution

Reputation backed by performance – the way it should be.

Our goal is to provide your institution with all the same capabilities of even the largest firms, but with a client orientation and family feel. The partnership we develop with a bank or credit union is in large part due to their trust in our organization and our ability to support their needs and goals for the wealth program. Through this partnership, Raymond James has developed a solid reputation built on financial strength, agility and endurance.

The capability and resources clients expect.

An affiliation with Raymond James means that your financial institution can deliver the broad resources needed to serve affluent, high-net-worth clients, including the most capable investment expertise and access to a full range of investment options.

Your clients will enjoy everything from online portfolio performance monitoring, to equity, fixed income and market research, to estate valuations.

But not only do we offer a breadth of resources to serve your clients, we also provide the support your advisors and institution need, and that goes far beyond brokerage.

Click here to see all the ways we support depository institutions beyond brokerage

An entire business unit to serve financial institutions.

Our directors and teams have an average industry experience of more than 30 years, dedicated to new institutional business development and relationship management. They can help you successfully attract, retain and grow advisors and build a well-managed, profitable retail investment program within your institution.

Productivity is only a click away.

To keep all the moving pieces of your investment program seamlessly connected, you need access to integrated, efficient technology. And that’s precisely the sort of technology we offer.

Click here to see where technology & productivity meet

Attracting high-caliber talent to your program.

Experienced investment professionals know the importance of being affiliated with a top-tier securities firm. They will be looking for a well-regarded firm with a robust product line and sophisticated support.

Clearly, top talent makes a critical difference in the success of your program. We can make it easier to identify, attract and retain top advisors, who will know that Raymond James is a recognized and respected name in the securities business. High-caliber advisors will also appreciate having access to our full range of products as well as our experienced support staff, self-clearing capabilities, sophisticated technology, research, comprehensive marketing and personalized sales management.

We help with professional development, relationship management, life planning, and client experience. We’re focused on clients and assist advisors in providing holistic planning advisory solutions that help them achieve their goals.

Knowledgeable, comprehensive support each step of the way.

We assist our partner institutions in managing the day-to-day details of transitioning their investment programs to Raymond James. Because the area of operations – including account transfers – is so critical to the entire process, we assign a dedicated transition team to you from the beginning. Knowledgeable, skilled support professionals from each of these areas – registrations, registered investment advisory services, technology services, compliance, marketing and operations – assume responsibility for ensuring a successful transition.