Hybrid Wealth Advisor: Client Relations & Planning

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

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.