Sometimes, the road to success leads you right back home.
Success in our business depends as much on your own ability as it does on the quality and dedication of the people around you. Discover the opportunities available to you in the Northern California Complex of Raymond James and how we can help you find your road to success.
Build the career you’ve always wanted the way you’ve always wanted
There’s a unique culture at Raymond James – one that focuses on creating mutually respectful, mutually beneficial relationships with financial advisors. Here, our number one priority is you, the person, not the products you offer. We understand how important your clients are to you, and we recognize that many of our peers do not necessarily share our position that you should have full ownership of your book of business. As a full-service wealth management firm, we provide the support you need to successfully grow your business, as well as the freedom and flexibility to run your practice your way – regardless of your clients’ individual account sizes, objectives or location.
Promising careers begin with our comprehensive training program.
New to the financial services industry? Thinking about launching your career as a financial advisor? If you have the skills, desire and commitment, our comprehensive paid training program can provide you with the strong foundation you need to build a satisfying career.
The training and resources we offer can be highly advantageous to you as you embark on this rewarding career path. We'll stand behind you, providing the personal attention and service you need to offer the same to your valued clients.
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Building your business.
At the end of the day, your business is all about your relationships with clients. We think you should have all the tools you need to build your unique brand and enhance these relationships. From tracking performance, to building your website to establishing a presence on LinkedIn, Facebook or Twitter, our technology helps you add value for your clients and grow new and existing relationships.
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NorCal Insider
Trust. Support. Freedom. Find out more about how a business can be built on these ideals through our Northern California Complex newsletter. Whether you are ready for a change or simply curious about why we seem to dominate the recruiting landscape, there are many answers here.
Click on the boxes below to read our catalogue of newsletters.
Summer 2021
When all of us started out in this industry, I doubt that we gave much thought to the idea that someday we would be required to make an entirely different decision. Where do we leave these wonderful people we have had the privilege of serving over these years? In whose hands do we entrust their well-being and at what firm?
These are serious decisions that, for many of us, are suddenly becoming front of mind. The decision of where, and with whom, to entrust the future of our clients is a decision of lasting consequence. That is why I am proud to provide this NorCal Insider, which concentrates solely on succession planning.
In this issue:
- The present and future of your business deserve a plan - Protecting your practice and your interests with proactive, tailored support from Succession Planning & Acquisitions.
- A smooth transition - With Advisor Emeritus, advisors have even more flexibility and choice in succession planning, as well as access to a dedicated consultant as a value-added benefit.
- Planning for yourself like you do for your clients - Whatever your goals for retirement, you’ll have everything you need to take control of your future with RetirementChoice.
- Raymond James at a glance - Raymond James has delivered 133 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence, and a conservative, long-term approach to investing.
Fall 2020
To say that 2020 has been a year like no other would be an understatement. For many, working remotely started as a novelty and became a nuisance. Today, however, advisors are reporting that productivity hasn’t suffered. We now have more time to serve clients, to develop new skills and to spend with family.
Things are getting done and, in some cases, better than ever.
In this issue:
- A measureable difference – For more than 58 years, the principles of financial planning have served as a cornerstone of Raymond James – and Wealth Planning carries on that tradition. Hear from Frank McAleer CFP®, CIMA® Senior Vice President of Wealth Planning
- Secure office technology with or without the office - When offices around the world emptied in response to COVID-19, Raymond James’ secure digital tools helped advisors maintain their businesses and client relationships during those critical early days.
- An interview with Pedro Suriel and Renée Baker - Two leaders of diversity and inclusion share their thoughts on how to continue strengthening the firm’s distinctive culture by providing a welcoming environment for everyone.
- Demonstrating our dedication to advisors - Home office visits allow advisors to see the full measure of Raymond James’ commitment to them and their clients.
Winter/Spring 2020
Working within our culture of trust, support, and freedom, Raymond James delivers solutions that minimize the disruption of practices that are already satisfying the standards required while also offering turnkey solutions to those advisors that need the help. We treat each practice individually because a cookie-cutter approach has no place at our firm.
In this issue:
- An interview with President of Raymond James Financial Private Client Group, Scott Curtis, discusses the rapid growth in areas of operations and risk management, and how we deliver on our missing to be the premier alternative to Wall Street
- Spotlight: Transition Management with Mark Jones, Vice President of Operations – Mark shares what’s on the horizon for the department, the team’s mindset for managing change and some of the biggest misconceptions the team encounters
- Inside Look at our 2020 Recognition Club Destinations - Our recognition events are designed to reward performance excellence and to provide networking opportunities for top advisors and key Raymond James senior managers as well as noteworthy education sessions at exciting locations like Denver, Grand Cayman and South Africa
Winter/Spring 2019
Courage. Advisors who join Raymond James possess the courage to consider how our firm is the best place for their professional careers.
Read the latest issue of NorCal Insider to learn more about what our firm has to offer you and your clients.
In this issue:
- An interview with Chief Operating Officer Kim Jenson, who discusses the opportunities of technology, how Raymond James aligns with her values, and recommends a few books
- Spotlight: Advisor Mastery Program – a two-year, comprehensive educational journey for the next generation of Raymond James advisors
- Inside Look: A conversation with Rob Goff, Vice President of the Succession & Acquisition Consulting Group
Summer/Fall 2018
Take your own look at Raymond James. I can assure you we are not the firm your manager tells you we are! The very foundation of our culture rests on our unwavering commitment to practice ownership.
In this issue:
- An interview with Chief Operating Officer Dennis Zank, who recently announced his retirement, shares his insights into our firm and changes facing our industry
- Advisor Profile: Raymond James Marketing helps advisor Mike Faircloth II, of Brewprint Advisors of Raymond James, build his niche in California’s craft brew industry.
- Why Marketing Matters: A Conversation with Lisa Turley, senior vice president of advisor marketing
Winter/Spring 2018
Discover why some of our industry’s most successful, sought-after professionals with options everywhere are joining Raymond James. The evidence of our success – and of our commitment to Northern California – is indisputable.
In this issue:
- Raymond James is expanding its presence in Northern California with a new office coming soon in Santa Rosa!
- The Business of Tech: An interview with Senior Vice President of Technology and Chief Data Officer Salit Nagy-Todd
- An extensive overview of our integrated technology that puts people first
- Top 10 Reasons to Discover Raymond James
Spring/Summer 2017
Our new format provides ample room for more in-depth coverage of what makes Raymond James & Associates unique among firms.
In this issue:
- Letter from Complex Manager Nathan Clakley
- Talk with the Boss: Q&A with CEO Paul Reilly
- Practice Management: Grow your business amid industry changes
- And much more!
Fall 2016 Newsletter
Learn more about the transition process at Raymond James and how our dedicated team makes your transition feel more like it’s a natural progression.
In this issue:
- Raymond James at a Glance
- Welcome letter from Complex Manager Nathan Clakley
- And a celebration of new additions to the NorCal Complex
