Hiring: Sr. Outbound AdvisorChoice Consultant Company: Raymond James Location: New York, United States Job Posted Time: 2026-09-10 15:00:48 Employment Type: Remote About the job Experience: •General Experience - 3 to 6 years Required Skills: •The opportunity is eligible for commission, in addition to the annual base salary. •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. Qualifications: •Knowledge Of 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. •Skill In Sourcing and developing sales prospects using a proprietary CRM. •Cultivating business development strategies. •Making a high volume of outbound cold calls and turning them into recruiting opportunities. •Maintaining relationships with recruiting partners. •Effective questioning and listening techniques, including handling of objections. •Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases. •Demonstrated capacity to Familiarity with and ability to partner with other areas of the firm to accomplish objectives. Compensation: •$75,000 - $150,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!