Apprentice Wealth Advisor & Client Relations Lead

130 Raymond James Financial Services, Inc.; Orlando (FL); Vor Ort; USD 65.000 - 105.000; Vollzeit

Benefits dieser Stelle

401(k) match

Paid time off

Market holidays

Medical, dental, and vision

Zusammenfassung

Raymond James Financial Services, Inc. in Orlando invites a Client Relationship Manager & Associate Wealth Advisor to grow under senior guidance while independently managing client relationships.

The role emphasizes financial planning support, retirement planning, and 401(k) consulting, with exposure to CRM systems and planning software. Onsite with hybrid options and a client-first culture.

Qualifikationen

• FINRA SIE, Series 7, and Series 66 licenses required; willingness to obtain Series 24.
• Wealth management or retirement plan experience preferred.
• Strong communication and relationship-management capabilities.
• Ability to work independently with attention to detail.
• Exposure to financial planning software and CRM systems.

Aufgaben

• Serve as a primary point of contact for assigned client relationships.
• Support senior advisors with financial planning and retirement planning strategies.
• Participate in client meetings and progressive responsibility for relationship management.
• Assist with portfolio reviews and ensure alignment with client objectives.
• Support retirement plan sponsor and 401(k) relationships; education and service initiatives.

Kenntnisse

Interpersonal communication

Client relationship management

Independent work

Organizational skills

Initiative & work ethic

Finance industry knowledge

Tools

CRM systems

Financial planning software

Investment guidance tools

Jobbeschreibung

Raymond James Financial Services, Inc. in Orlando invites a Client Relationship Manager & Associate Wealth Advisor to grow under senior guidance while independently managing client relationships.

The role emphasizes financial planning support, retirement planning, and 401(k) consulting, with exposure to CRM systems and planning software. Onsite with hybrid options and a client-first culture.