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Advisor Opportunities

Everything you need to help

make anything possible.

A wide-ranging, always-expanding product platform. An annual $700 million investment in advisor-led technology. Sophisticated capabilities to inspire your best clients.

And the freedom to choose how you work with all of this at your disposal.

AdvisorChoice® is an innovative approach to affiliation that gives you the power to build your practice as you see fit by first giving you a choice.

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Advisor Inclusion Network
At Raymond James, we have a history of putting people first – all people – not only because it’s the right thing to do. It’s good for business. Yours and ours. Diversity & Inclusion is part of our culture, championed at every level by leaders who believe everyone has the right to be their authentic selves – personally and professionally.
New Advisors
Our Advisor Mastery Program offers education and training for the next generation of financial advisors, creating the opportunity to work formally with a mentor to build and refine skills through real-world applications
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Advisor Insights
Preparing for the Next Generation of Wealth

Preparing for the Next Generation of Wealth

Guide your clients’ wealth to the next generation and beyond
Practice Insights
Maximize your marketing with social media

Maximize your marketing with social media

Discover helpful ways to establish and build your social media presence across the major platforms.
Marketing
Maximizing a Business Owner's Legacy

Maximizing a Business Owner's Legacy

Discover how Max - associate VP of wealth management, helped fulfill a client’s philanthropic aspirations while maximizing tax savings.
Private Wealth
A Bounty of Untapped Potential

A Bounty of Untapped Potential

Ken Grider shares the potential advisors create for themselves and their high-net-worth clients when integrating investment banking into their practices.
Private Wealth
Six hacks to rev up productivity

Six hacks to rev up productivity

When it comes to productivity, smart and efficient rule the day. With this in mind, here are six hacks to help you become more productive.
Practice Management
Developing the next generation of women advisors

Developing the next generation of women advisors

Raymond James programs designed to develop the next generation of advisors are positioning women for successful careers.
Practice Management
Six key planning disciplines for business exit planning

Six key planning disciplines for business exit planning

This article features key elements that are crucial to the exit planning process. Start with areas that are most important to each client.
Succession Planning
Stuck at the starting line of finding a successor?

Stuck at the starting line of finding a successor?

Vice President of Succession & Acquisition Consulting at Raymond James Rob Goff outlines how to begin identifying a successor.
Succession Planning
A Succession Success Story

A Succession Success Story

The best succession strategy goes beyond numbers.
Succession Planning
Make Over Your Marketing Plan

Make Over Your Marketing Plan

How savvy is your marketing strategy?
Marketing
Using Technology in Your Practice

Using Technology in Your Practice

Kimberly Briggs, WMS, and Dennis Briggs, CFP®, discuss the evolution of technology and how they integrate technology into their practice.
Technology
Build a Bold Brand

Build a Bold Brand

All brands tell a story. What's yours? If you’re hoping to build a brand for your own business, it’s important to begin with the basics.
Marketing

Why make the move?

See what motivated advisors like you to build futures – for themselves and their clients – with Raymond James.

Raymond James is truly a firm for advisors by advisors.
James J. Szafranski
Investment Management Consultant, Financial Advisor
Abbey Road Wealth Partners of Raymond James
Recent Joins

Raymond James welcomes West Texas advisor managing more than $170 million

November 28, 2023
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Cole Wilson to Raymond James Financial Services (RJFS) – the firm’s indepe...
Private Client Group

Raymond James & Associates announces regional leadership appointments

November 15, 2023
ST. PETERSBURG, Fla. – Raymond James today announced new regional leadership appointments within Raymond James & Associates (RJA) – the firm’s ...
Private Client Group

Raymond James welcomes financial advisor duo managing $260 million in Virginia

November 15, 2023
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Kevin Okim, CFP®, and Deborah Okim, CFP®, AAMSTM, to Raymond James Financial ...
Private Client Group

Raymond James welcomes $140 million financial advisor in Jacksonville, Florida

November 02, 2023
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Brian Chappell, AIF®, CRPSTM, to Raymond James Financial Services (RJFS) – t...
Private Client Group

Raymond James Financial names Shannon Reid Independent Contractor Division president, Jodi Perry to become national head of advisor recruiting

November 01, 2023
ST. PETERSBURG, Fla. – Raymond James today announced executive management changes in the firm’s Private Client Group division. Effective January 1, Raymo...
Private Client Group

Raymond James welcomes seasoned Massachusetts advisor managing $160 million in client assets

October 31, 2023
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Ross P. Grant, AAMSTM, to Raymond James & Associates (RJA) – the firm's empl...
Private Client Group

Raymond James Financial Institutions Division welcomes new $3 billion program with Umpqua Bank

October 23, 2023
ST. PETERSBURG, Fla. – Raymond James welcomed a team of 50 financial professionals from Columbia Wealth Advisors (CWA), located at Umpqua Bank, to its Financia...
Private Client Group

Raymond James welcomes Guam advisor team managing nearly $290 million in client assets

October 19, 2023
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors David Beaver and Aaron Sanchez to Raymond James & Associates (RJA) – the fi...
Private Client Group

Raymond James welcomes financial advisor managing $140 million in North Carolina

October 16, 2023
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jonathan “J.D.” Swart, CPA, CRPCTM, to Raymond James Financial Services (R...
Private Client Group

Raymond James Financial Institutions Division welcomes advisor team with Pinnacle Financial Partners managing $186 million in client assets

October 11, 2023
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisors Manny Jimenez and Jacob Wright, CFP®, to Pi...
Private Client Group

Raymond James welcomes multigenerational advisor team managing $290 million in Ohio

October 05, 2023
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Robert Bishop and Sarah Bishop Edwards, CFP®, to Raymond James & Associates (...
Private Client Group

Raymond James welcomes Texas financial advisor managing nearly $115 million

October 02, 2023
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jimmie Simpson to Raymond James Financial Services (RJFS) – the firm’s ind...
Private Client Group

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