Client Relationship Manager & Associate Wealth Advisor

Raymond James, Inc.; Orlando (FL); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

401k + Match

PTO + Market holidays

Job summary

Raymond James, Inc. is hiring for a Client Relationship Manager & Associate Wealth Advisor in Orlando, FL. The role is apprentice-style, offering mentorship with senior advisors while you manage client relationships and assist with financial planning and retirement plan services.

The position emphasizes licensure, service excellence, and proactive relationship management, with hybrid onsite work options and potential for increased advisory responsibilities over time.

Qualifications

• FINRA SIE, Series 7, Series 66 licenses; willingness to obtain Series 24.
• Wealth management, financial advisory, client relationship management, or retirement plan experience.
• Working knowledge of 401(k) and retirement plan business.
• Strong interpersonal and communication skills.
• Organizational skills and attention to detail.

Responsibilities

• Serve as a primary point of contact for assigned client relationships and provide proactive service.
• Assist senior advisors with financial planning, investment reviews, and retirement planning strategies.
• Support retirement plan sponsor relationships and 401(k) initiatives.
• Identify opportunities to deepen existing client relationships and contribute to practice growth.

Skills

FINRA SIE

Series 7

Series 66

Series 24 (willing to obtain)

Wealth management experience

Client relationship management

Retirement plan knowledge

Tools

CRM software

Job description

Client Relationship Manager & Associate Wealth AdvisorThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality may be limited. Manage Preferences### Client Relationship Manager & Associate Wealth AdvisorApply: Orlando, Florida - United States: Full time: Posted Today: R-0013612**Job Description Summary**The Client Relationship Manager & Associate Wealth Advisor is an apprentice-style role designed for an ambitious wealth management professional who wants to build a long-term career as a trusted advisor. This individual will work closely with senior advisors while also maintaining relationships with existing clients and managing various aspects of the client experience independently. The ideal candidate is fully licensed, possesses a strong work ethic, understands retirement plan and 401(k) business, follows a disciplined planning process, and demonstrates a genuine commitment to continuous learning and professional development. This position offers a unique opportunity to receive mentorship from experienced advisors while developing the skills necessary to manage client relationships, contribute to business growth, and eventually take on greater advisory responsibilities.**Job Description****Key Responsibilities:****Client Relationship Management*** Serve as a primary point of contact for assigned client relationships.* Build trust-based relationships through proactive communication and exceptional service.* Conduct client review meetings and assist in preparing financial planning recommendations.* Address client questions regarding investments, retirement plans, and account-related matters.* Coordinate ongoing service activities to ensure a seamless client experience.**Advisory & Financial Planning Support*** Assist senior advisors with financial planning, investment reviews, and retirement planning strategies.* Participate in client meetings and progressively assume greater responsibility for relationship management.* Help implement and monitor client financial plans and investment strategies.* Support portfolio reviews and ensure recommendations align with each client's objectives and risk tolerance.* Follow and execute the firm's prudent planning and advisory process.**Retirement Plan & 401(k) Consulting*** Support the firm's retirement plan sponsor and 401(k) relationships.* Assist with participant education, plan reviews, and service initiatives.* Maintain knowledge of retirement plan industry trends, regulations, and best practices.**Business Development & Growth*** Identify opportunities to deepen existing client relationships.* Participate in networking and referral development activities.* Contribute to initiatives that support the continued growth of the practice.**Qualifications:****Required*** FINRA SIE, Series 7, and Series 66 licenses; willingness to obtain Series 24.* Wealth management, financial advisory, client relationship management, or retirement plan experience.* Working knowledge of 401(k) and retirement plan business.* Strong interpersonal and communication skills.* Ability to manage client relationships with professionalism and independence.* Exceptional organizational skills and attention to detail.* Demonstrated initiative and strong work ethic.**Preferred*** Retirement plan consulting experience.* Exposure to financial planning software and CRM systems.* Progress toward advanced industry designations or certifications.* Interest in leadership and supervisory responsibilities.**Workstyle:** Onsite; Hybrid options available**Travel:** None required**Benefits:** 401k + Match, PTO + Market holidays*Jason Claycomb and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” include but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.**PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.*