Client Relationship Manager & Associate Wealth Advisor

130 Raymond James Financial Services, Inc.; Orlando (FL); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Market holidays

Medical, dental, and vision

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Interpersonal communication

Client relationship management

Independent work

Organizational skills

Initiative & work ethic

Finance industry knowledge

Tools

CRM systems

Financial planning software

Investment guidance tools

Job description

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.

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

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits Package

• Medical, dental, and vision
• Life insurance
• Critical illness insurance
• Accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

Company Culture

At Raymond James, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Equal Opportunity Statement

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Other Information

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.

Education Work Experience Certifications Travel Less than 25% Workstyle Resident

To view more details of the benefits offered, visit Myrjbenefits.com.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.