Client Relationship Manager & Associate Wealth Advisor

Raymond James • Orlando, FL

1d • Onsite

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 while maintaining assigned client relationships and independently managing aspects of the client experience. It offers mentorship and the opportunity to develop advisory skills, contribute to business growth, and progressively assume greater responsibility.

The ideal candidate is fully licensed, has a strong work ethic, understands retirement plan and 401(k) business, follows a disciplined planning process, and is committed to continuous learning and professional development. The position is onsite, with hybrid options available, and requires no travel.

The hiring branch and its associates are independent contractors with respect to Raymond James. Employment and benefits, if offered, are provided by the branch and not Raymond James. The posting describes benefits as including 401(k) plus match and paid time off and market holidays. It also includes a general Raymond James benefits description, but notes that the linked and described Raymond James benefits do not apply to this independent branch position.

Requirements

• FINRA SIE, Series 7, and Series 66 licenses; willingness to obtain Series 24.
• Experience in wealth management, financial advising, client relationship management, or retirement plans.
• 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.

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 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.
• 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.
• 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.
• 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.

Benefits

• 401(k) with match
• Paid time off
• Market holidays

What This Job Offers

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