Posted:
June 17, 2026
Location:
Saint Petersburg, FL, United States

Job Description

Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions. Responsibilities include structuring investments, assessing branch financials and firm valuations, conducting due diligence, managing the investment pipeline, monitoring investment and maximizing long-term value.

**Responsibilities:**

+ Support deal creation and execution for private equity investments in financial advisory firms.
+ Conduct in-depth financial analysis, including financial analysis of advisors’ practice, valuation modeling, cash flow scenarios of debt and equity investments.
+ Structure transactions that optimize returns and support the firm's overall investment and retention strategy.
+ Prepare key investment memos, pitch books, and financial reports to support decision-making and investment approval.
+ Manage investm...

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Job Overview

Job Type: Full-time
Location: Saint Petersburg, United States
Posted: June 17, 2026
Deadline: June 22, 2026