Bank & Credit Union Advisors

Build on your strength with a little of ours

Bank and credit union advisors are in a unique position – building on the strength of not just one financial institution, but two. You’ll leverage the history and reputation of a community institution along with a range of resources and support from Raymond James that will enable you to compete in any market and serve any client.

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A day in the life

Working as an advisor in a bank or credit union means knowing what it is to be part of a community. Each day, you’ll enhance an institution’s ability to serve its clients and share in the success it has already established, all while leveraging the full resources and strength of Raymond James – our extensive product platform, forward-looking technology and dedicated home office team – to help take that success even farther

The big questions

To help you dig deeper into what being an institutional advisor entails – and what you can expect as part of Raymond James – we’ve provided answers to the questions advisors ask most.

What qualifications will I need?

• May depend on the bank program, but generally $250K+ in annual production

How will I be compensated?

• Compensation will be determined by the bank investment program, but is often in the range of 35% to 55% depending on your business mix and production

What benefits can I expect?

• A full array of employee benefits offered through your institution

Where will I work?

• In an established financial institution such as a community bank or credit union

Where will I work?

• Depending on the institution, colleagues could include a program manager, fellow advisors, support staff, and other bank or credit union professionals.

What resources will I have access to?

• Access to robust resources, turnkey solutions and integrated technology from Raymond James as your custodian partner
• Firm technology, including integrated financial planning software, performance reporting, CRM, high-quality research, an institutional-level training system and more

Financial Institutions Division Map

Meet our team

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The power of real brokerage

Learn about Raymond James’ long history of supporting investment programs.

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Executive Insights

The latest issue of our Financial Institutions Division’s newsletter

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Wealth Management for Depositories

Learn more about our services at our corporate website

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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 with our recruiters about what your business would look like as an advisor at Raymond James.