Associate Wealth Advisor

Join Raymond James as an Associate Wealth Advisor, a full-time position supporting high-net-worth clients across multiple locations. This is your opportunity to launch a career in wealth management while building client relationships and driving business growth.

About the Role

As an Associate Wealth Advisor, you'll partner with experienced advisors to deliver comprehensive wealth management services to clients. You'll gain hands-on exposure to investment strategy, financial planning, and client service within a collaborative team environment. This role combines client-facing responsibilities with operational support, positioning you to develop the skills needed for advancement in the wealth advisory profession.

Responsibilities

• Assist in developing and maintaining client relationships, understanding their financial goals and objectives
• Support the preparation of financial plans and investment recommendations under advisor guidance
• Help coordinate client meetings, gather necessary documentation, and manage follow-up communications
• Maintain accurate client records and contribute to the administrative workflow of the advisory team
• Research investment strategies and monitor portfolio performance to support advisor recommendations
• Participate in client events and contribute to business development initiatives
• Ensure compliance with regulatory requirements and internal policies in all client interactions

Qualifications

• Bachelor's degree in finance, business, economics, or a related field (or equivalent professional experience)
• Strong analytical and problem-solving skills with attention to detail
• Excellent verbal and written communication abilities
• Ability to work collaboratively within a team and build strong client relationships
• Knowledge of financial markets, investment principles, and wealth management concepts
• Proficiency with Microsoft Office and financial software systems
• Series 7 and Series 63 licenses preferred; willingness to obtain if not already held

About Raymondjames

Raymond James is a leading financial services firm known for its advisory-driven approach and commitment to client-first principles. Operating across multiple locations, the company provides comprehensive wealth management, investment, and financial planning services to individuals and institutions.

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