Bank and Credit Union Advisors Build on your strength with a little of ours
Leverage the strength of not just one financial institution, but two. The Raymond James Financial Institutions Division (FID) empowers you to compete in any market and serve any client. To deliver support aligned with your vision, bank and credit union advisors are uniquely positioned. Since 1987, FID has helped play an influential role in helping those organizations advance their clients’ goals and refine investment programs.
Key advantages
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Sophisticated support: The full Raymond James wealth platform, tech and resources to help ensure your success inside an investment services program.
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Advisor productivity: FID advisors lead in the industry, averaging $865K productivity and 62% fee-based business.*
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Competitive and flexible: Financial Institutions that wish to attract top advisors by offering attractive and competitive recruiting deals.
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Expanding network: FID institutions nationwide actively seek to add advisors in each market, providing a path for professionals looking to join a community-centered investment program.
*as of 9/30/24
Hear from banks and credit union advisors like you
Enhance your institution’s ability to serve its clients with an extensive product platform, technology and dedicated home office team – to help take that success even further.
Raymond James Financial Services (RJFS) was recognized for
Broker-Dealer/Custodian of the Year at the Inaugural InvestmentNews Awards!*
Resources and Support
Bolstered by the strength and stability of Raymond James, the Financial Institutions Division partners with your community bank or credit union to provide sophisticated advice and solutions designed to meet a diverse range of objectives for investment programs.
Connect with a dedicated consultant
Senior Business Development Associate – Financial Advisors
469.726.2306 Michael ForsterView Bio
Senior Business Development Associate – Financial Advisors
727.567.6587 Eric HarterView Bio
*InvestmentNews 2024 Broker Dealer/Custodian of the Year Award. Broker/dealers are invited by InvestmentNews to participate in an annual survey and then forwarded to an independent judging panel comprised of industry leaders and senior representatives. Top winners are ranked by employee value proposition, overall client service and relationship management, recruitment strategy, spirit of innovation with use of wealth technology and digital platforms/tools, and industry reputation. Of the 9 finalists, 1 broker dealer was chosen. The rating is based on the period from 1/1/2023 to 12/31/2023 and was released 6/20/2024. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. InvestmentNews is not affiliated with Raymond James.