Client Relationship Manager & Associate Wealth Advisor

Raymond James • Orlando, FL

12d • Hybrid

About The Position

The Client Relationship Manager & Associate Wealth Advisor is an apprentice-style role for a wealth management professional seeking to build a long-term career as a trusted advisor. The position works closely with senior advisors, maintains relationships with existing clients, and independently manages aspects of the client experience. The role provides mentorship while developing the skills needed to manage client relationships, support business growth, and take on greater advisory responsibilities.

The position serves as a primary contact for assigned clients, supports financial planning and investment reviews, and assists with retirement planning strategies. It also supports retirement plan sponsor and 401(k) relationships, participant education, plan reviews, and service initiatives. The role contributes to relationship development and practice growth through client engagement, networking, and referral activities.

The workstyle is onsite, with hybrid options available. No travel is required. The posting describes 401(k) matching and paid time off and market holidays as branch benefits. It also includes general benefits information, while noting that benefits eligibility and offerings vary and that the hiring entity is an independent branch; employment and benefits, if offered, are provided by the branch rather than Raymond James.

Requirements

• FINRA SIE, Series 7, and Series 66 licenses.
• Willingness to obtain Series 24.
• Experience in wealth management, financial advisory, client relationship management, or retirement plans.
• Working knowledge of the 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 a strong work ethic.

Nice To Haves

• 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.

Responsibilities

• Serve as a primary point of contact for assigned client relationships.
• Build trust-based client relationships through proactive communication and exceptional service.
• Conduct client review meetings and assist in preparing financial planning recommendations.
• Address client questions about investments, retirement plans, and account-related matters.
• Coordinate ongoing service activities to provide a seamless client experience.
• 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 clients' objectives and risk tolerance.
• Follow and execute the firm's prudent planning and advisory process.
• Support 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.
• Identify opportunities to deepen existing client relationships.
• Participate in networking and referral development activities.
• Contribute to initiatives supporting the continued growth of the practice.

Benefits

• 401(k) with match.
• Paid time off and market holidays.
• The posting also describes a benefits package that may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid vacation, holidays, and sick leave; and parental leave. Eligibility and offerings may vary, and the posting states that branch employment and benefits are provided by the branch, not Raymond James.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed