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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Hear from bank and credit union advisors like you

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 further.

The big questions

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

What makes the Financial Institutions Division different?

The Raymond James Financial Institutions Division provides an exceptional range of high-end products, innovative technology and sophisticated support, all aimed at helping you identify, analyze and address the critical issues that are vital to the success of your investment program. Our advisor productivity makes us a leader among TPMs and bank brokerages by averaging $600,000 in productivity per advisor. Further, the average Raymond James FID advisor has $97 million under management, with 63% of business under fee-based advisory agreements.

What resources will I have access to?

As a FID advisor, you can tap into Raymond James’ entire suite of products and services, including asset management, wealth planning, high-quality research and marketing. You’ll also benefit from the deep investments we’ve made in technology, including integrated financial planning software, performance reporting, customer relationship manager, our institutional-level trading system and more.

And if your institution does not have the capabilities to serve your client’s specific needs, our banking, lending and trust services can serve as important value-adds to keep your client close.

How will I be compensated?

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

Where will I work?

As a FID advisor, you will work in an established community bank or credit union that has partnered with Raymond James to enhance their service offerings through your advisory.

What will happen to my existing book of business and clients?

We realize that ensuring the ability to service your client relationships is key to the success of your business. Most, if not all, of our partner institutions are eager to have a conversation around providing a competitive opportunity for the transition of your practice.

Additional resources

Learn more about the Financial Institutions Division

Discover the benefits of a partnership with Raymond James, including technology support, professional development opportunities and featured products and services.

Read more about Learn more about the Financial Institutions Division

Explore opportunities at Raymond James

Check out open positions at our bank and credit union partners in markets near you. Be sure to bookmark this page to see the regular updates and new postings.

Learn more about Explore opportunities at Raymond James

Visit us and see what we’re about

A home office visit, conducted virtually or in person at our St. Petersburg, Florida, headquarters, gives you a tailored, behind-the-scenes tour of the firm. Take a deeper look into the areas you most want to explore and meet with executive leaders to talk about growing your business, discreetly and confidentially.

Take the next step

Resources and support

Services tailored to your vision of success

Quality support plays a crucial role in a long and successful career, and that’s exactly what you’ll find here. Everything you deserve and more than you ever expected – that’s what we strive to deliver. Services include: marketing and social media, practice management, succession planning, transitions management, and wealth solutions.

  • To keep all the moving pieces of your day seamlessly connected, you require access to integrated, efficient technology. And that’s precisely what we provide. Explore how our advisor-driven technology – intuitive applications built with input from our advisors to effectively meet your needs – can elevate your practice.

    Providing an integrated and customizable platform that supports advisors and their business is our top priority. Explore how our technology is built from the mind of the advisor by navigating “Technology for you” and “Technology for your clients.”

    Learn More about Technology
  • Raymond James understands the importance of managing and building your brand as an advisor. This goes beyond simply extending the brand of the firm you’ve chosen to partner with – this is building your brand with your clients. That’s why we have a full-service, in-house creative agency made up of nearly 150 marketing professionals who are dedicated to serving their clients – financial advisors like you.

    We actively encourage advisors to use our capabilities for custom branding, social media and website development to grow their businesses. Combining marketing experience with intimate financial services knowledge, we work closely with advisors to translate their vision into reality by developing materials that fit their style, reflect their standards and connect with their target audience.

    Learn More about Marketing
  • PCG Education & Practice Management focuses on providing you with the best available tools and resources to help manage your practice effectively and accelerate business growth – all while ensuring you have the flexibility and support to grow your business on your terms.

    Learn More about Practice Management
  • We pride ourselves on a tight-knit culture that offers the personalized support you’ll need to expand your practice as your goals evolve and, eventually, pass it on as you see fit. When you’re ready to grow, we’ll help you through each stage of acquiring another practice or book of business. And when you’re ready to retire, we’ll help you establish a business succession plan – building long-term value that will help you maximize the rewards of your years of hard work.

    Learn More about Succession Planning
  • Every new advisor should have a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is helping advisors make successful moves through a personalized process.

    Our Transitions group will support you from the first day of your affiliation, from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.

    Learn More about Transitions Management
  • Managing substantial wealth often requires specialized capabilities and expertise. The Wealth Solutions team offers just that, helping advisors compete for and service high-net-worth clientele. Our professionals cater to the planning and wealth management needs of the most sophisticated clients – working as your partner, not your competition.

    Whether you’re seeking expertise regarding significant wealth events or guidance with specific planning disciplines such as estate planning, charitable giving, lending solutions or risk management, the Wealth Solutions team is here to serve you and your clients.

    Learn More about Wealth Solutions

 

Connect with your state’s dedicated consultant

Gordon Marshall
Gordon E. Marshall
Division Director
Institutional Business Development
 
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Jon Demayo
Jon DeMayo
Assistant Division Director - Business Development
 

Our divisions

 

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