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.

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

 

Knowledge Center


Raymond James is changing the way financial advisors work. By providing the two things they need most – the resources to build a strong practice and the independence to make their own decisions – we’re placing the power to deliver quality advice and services directly in advisors’ hands.

Consolidation has rocked our industry, but Raymond James stands fast in our commitment to remain independent and competitive.

With 7,900 advisors in the United States, Canada and overseas, the Raymond James Private Client Group serves more than 3 million individual and institutional accounts. Total client assets are approximately $824 billion*.

*As of 06/30/2019. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

 


Technology that’s always one step ahead.

Technology built for advisors and responsive support to help you use it your way.

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It’s your business. We get that.


We offer ownership of your business. In fact, we’ll put that in writing.

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Let us help you build your brand.

Create and promote your brand with a team of more than 100 in-house marketing experts supporting you.

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