Raymond James Financial, Inc. logo

Client Relationship Manager & Associate Wealth Advisor

Raymond James Financial, Inc.

Orlando, FL · HybridJobSeen 6 days agoSeen in employer's feed 6 days ago

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At a glance

Compensation
No compensation found
Location
Orlando, FLHybrid
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Requirements

Credentials this posting asks for.

FINRA SIESeries 7 LicenseSeries 66 LicenseSeries 24 License

Job overview

The Client Relationship Manager & Associate Wealth Advisor supports client relationships, financial planning, investment reviews, and retirement plan consulting. The role serves as a primary contact for assigned clients, assists senior advisors, and helps implement and monitor financial plans. It also supports 401(k) plan sponsors and participant education, while contributing to relationship growth through networking and referrals. The workstyle is onsite, with hybrid options available.

Skills & qualifications

RequiredNice to have

Skills

Wealth ManagementFinancial AdvisoryClient Relationship ManagementRetirement Plan BusinessInterpersonal CommunicationOrganizationAttention to DetailInitiativeWork EthicRetirement Plan ConsultingFinancial Planning SoftwareCRM SystemsLeadershipSupervisory Responsibilities

Qualifications

FINRA SIESeries 7 LicenseSeries 66 LicenseSeries 24 LicenseAdvanced Industry DesignationsAdvanced Industry Certifications

Benefits

401(k) Match
Paid Time Off

Full 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.

How this job compares

Set against the 429 open Wealth Advisor jobs on Olive Jobs, counted November 3, 2026.

Pay
  • This postingNot listed
  • US median$100–128K/yr216 salary ranges
Openings
Olive Jobs lists 48 open Wealth Advisor jobs in Florida and 429 across the US. 2% of them nationwide are listed as remote or flexible.
Hiring the most in Florida
Experience
Wealth Advisor postings that state a minimum ask for 5 years of experience at the median; the middle half ask for 3 to 7 years (362 postings).
Education
249 of the 429 open Wealth Advisor jobs (58%) ask for a bachelor's degree or higher.

Counted across the open, public US postings on Olive Jobs on November 3, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.

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