Associate Wealth Advisor

Raymondjames is hiring a full-time Associate Wealth Advisor across multiple locations. If you're ready to build meaningful client relationships and advance your career in wealth management, we want to hear from you.

About This Position

As an Associate Wealth Advisor at Raymondjames, you'll join a team dedicated to helping clients achieve their financial goals. This role provides an excellent entry point into professional wealth advisory work, with direct exposure to client relationship management, portfolio strategy, and comprehensive financial planning. You'll work alongside experienced advisors, developing the skills and industry knowledge needed to become a trusted financial professional in the wealth management industry.

Day-to-Day Responsibilities

• Build and maintain client relationships through regular communication and personalized service interactions
• Support portfolio reviews and assist with investment recommendations aligned to client objectives and risk tolerance
• Help prepare financial plans and analysis documents for client presentations
• Conduct research on market conditions, investment products, and economic trends
• Manage administrative and compliance tasks to ensure adherence to regulatory standards
• Respond to client inquiries and coordinate with back-office operations and settlement teams
• Participate in business development activities and client outreach initiatives

Skills & Qualifications

• Bachelor's degree from an accredited university
• Strong written and verbal communication abilities
• Detail-oriented with excellent organizational and time management skills
• Ability to build rapport and work effectively in a collaborative team environment
• Proficiency with Microsoft Office and client relationship management (CRM) systems
• Series 7 and Series 65 licenses, or willingness to obtain them
• Solid understanding of investment products, financial planning principles, and wealth management
• Commitment to compliance, client confidentiality, and ethical business practices

About Raymondjames

Raymondjames is a leading independent financial services firm with a longstanding reputation for integrity, client focus, and comprehensive wealth management solutions. Our team of financial advisors serves clients nationwide, offering personalized investment strategies, retirement planning, estate planning, and other services designed to help clients build and protect wealth over time.

Next Steps

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.