Key Benefits of working with Raymond James

Raymond James’ wealth management solutions are designed to provide personalised, tailored investment services to help your clients achieve their individual goals.

How we support you depends on how you decide to work with us. Whichever solution you choose, you can expect to benefit from:

Employed and self-employed wealth managers

As a valued member of the Raymond James team, you manage your client relationships and provide clients with personalised solutions that meet their individual needs.

Wealth management teams in our branches, as well as firms using our platform, have access to tools and resources including:

Our administration solutions include:

Succession Planning support

No matter where you are in your career, you should always be planning for the future. We pride ourselves on a culture that offers the personalised support you need to expand your practice as your goals evolve and, eventually transition your business as you see fit. When you are ready to grow, our team will guide you through each stage of acquiring another practice or book of business. And when you are ready to retire, we’ll help you establish a sound business succession plan – building long-term value that will one day maximise the rewards of years of hard work.