Job Description Summary

Job Description

Under minimal supervision, uses knowledge and skills obtained through education, experience, training, and/or certification to lead business consulting engagements with independent business owners. Leverages extensive industry expertise to deliver a wide range of consultative services. Typical engagements include new entity formation activities, business growth initiatives, and business infrastructure planning for new and existing RJFS branch owners. In addition to supporting financial advisors transitioning to the firm, consultants assist branch owners as they scale their businesses or prepare for succession or exit. Maintains contact with internal and external clients to identify, research, and resolve issues. Operates in a professional consultative capacity to help achieve both client and business goals.

Essential Duties and Responsibilities:

• Deliver value-added business consulting services to new and existing branch owners and financial advisors.

• Host Home Office Visits for prospective advisors and conduct live presentations highlighting Independent Business Consulting service offerings.

• Proactively manage a pipeline of committed advisory teams, partnering with Business Development Consultants and the Transitions team to support startup activities for newly affiliated independent business owners.

• Provide consultation on flow of funds, payout arrangements, overrides, partner expense sharing, and miscellaneous RJFS business expenses.

• Collaborate with financial advisors’ tax professionals and legal counsel.

• Manage existing third-party vendor relationships that support RJFS independent business owners.

• Identify, recommend, and develop new business solutions for independent business owners.

• Work with existing branch owners to evaluate branch structure and strategic plans, including growth strategies, to enhance efficiency, profitability, and service excellence.

• Conduct ad hoc financial analysis and prepare related reports.

• Maintain up-to-date industry knowledge, including evolving regulatory changes that impact the business.

• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Fundamental concepts of financial markets and products. 

• Fundamental concepts of finance and accounting.

• Fundamental concepts of business formation and operations within financial services.

Skill in:

• Strong interpersonal and public speaking skills for interfacing with branch and regional personnel.

• Project management and decision-making skills.

• Enthusiastic, self-motivated, and effective under pressure.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

• Proven ability to manage time and deliver against deadlines.

• Strong mentorship skills

Educational/Previous Experience Requirements:

• Bachelor’s Degree from four-year college or university with a minimum of five (5) years’ experience in a consultant role.

• MBA and/or CPA preferred

• ~or~

• An equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications: 

Series 7 license preferred

Education

Work Experience

Certifications

Travel

Workstyle

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.