Client Relationship Manager & Associate Wealth Advisor (Wealth Management)

Location: Orlando, Florida, United States; onsite with hybrid options available. No travel required.

Company

Financial services organization focused on wealth management, financial advisory, retirement planning, and long-term client relationships.

What you will do

• Serve as a primary contact for assigned client relationships, build trust through proactive communication, and coordinate ongoing service activities.
• Conduct client review meetings, answer questions about investments, retirement plans, and accounts, and assist with financial planning recommendations.
• Support senior advisors with financial planning, investment reviews, retirement strategies, portfolio reviews, and implementation of client financial plans.
• Support retirement plan sponsor and 401(k) relationships, including participant education, plan reviews, and service initiatives.
• Identify opportunities to deepen client relationships and participate in networking and referral development activities.
• Follow the firm's prudent planning and advisory process while progressively assuming greater relationship-management responsibility.

Requirements

• FINRA SIE, Series 7, and Series 66 licenses are required; willingness to obtain Series 24 is required.
• Experience in wealth management, financial advisory, client relationship management, or retirement plans.
• Working knowledge of 401(k) and retirement plan business.
• Strong interpersonal and communication skills, with the ability to manage client relationships professionally and independently.
• Exceptional organizational skills and attention to detail.
• Demonstrated initiative and strong work ethic.

Nice to have

• 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.

Culture & Benefits

• Mentorship from experienced advisors and opportunities for continuous learning and professional development.
• Onsite workstyle with hybrid options available.
• 401(k) with match, paid time off, and market holidays.
• Potential benefits may include medical, dental, vision, life, disability, retirement savings, paid leave, and parental leave; eligibility varies by position and employment status.
• Culture emphasizes client-first service, integrity, independence, collaboration, accountability, professional growth, and continuous improvement.
• The role is offered through an independent branch; associates are independent contractors with respect to the financial services organization, and employment and benefits are provided by the branch.