Client Relationship Manager & Associate Wealth Advisor

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.

The ideal candidate is fully licensed, possesses a strong work ethic, understands retirement plan and 401(k) business, follows a disciplined planning process, and demonstrates a genuine commitment to continuous learning and professional development.

This position offers a unique opportunity to receive mentorship from experienced advisors while developing the skills necessary to manage client relationships, contribute to business growth, and eventually take on greater advisory responsibilities.

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.

Education

Work Experience

Certifications

Travel

Workstyle

Resident

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. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.