Raymond James Financial, Inc

Wealth Manager / Investment Advisor

Raymond James Financial, Inc$80K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10 years of experience in wealth management or related client-focused roles
  • Highly organized and detail-oriented, with proactive problem-solving skills
  • Strong communicator able to simplify complex financial concepts for clients
  • Naturally relationship-oriented, capable of building trust over time
  • Able to juggle multiple tasks while keeping clients informed
  • Coachable and curious, eager to grow into a client leadership role
  • Seeking meaningful work that offers autonomy and work-life balance

Responsibilities

  • Build long-term, trust-based relationships with clients
  • Act as the main point of contact for Financial Delegator clients
  • Coordinate meetings, communications, and client follow-ups
  • Collaborate closely with the advisory team to provide personalized service
  • Gradually take on more ownership in client management and planning
  • Ensure clients feel informed and valued throughout their financial journey

Benefits

  • Hybrid work model with more than 75% remote work
  • Collaborative, low-ego team culture
  • Direct mentorship from seasoned advisors and room for growth
  • Work closely with high-quality clients
  • Modern, flexible workplace emphasizing trust and autonomy
  • Strong work-life balance without a burnout culture
Full Job Description
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Join Our Team: Wealth Manager/Investment Advisor

LT Wealth Management Partner

Hybrid / Remote | We welcome applications from candidates in the Lower Mainland or Okanagan, BC

This role is ideal for someone who is naturally organized, emotionally intelligent, and genuinely enjoys building long-term trusted relationships. You'll work closely with our founder and advisory team, gradually becoming a key point of contact for clients and an integral part of the experience we deliver.

This is not a high-pressure sales role. No cold calling. No aggressive business development culture. We care far more about trust, quality relationships, and doing excellent work than chasing quotas.

Qualifications:

Who You Are
• 5-10 years of experience in wealth management, financial planning, private banking, or another

client-focused professional role
• Highly organized, detail-oriented, and proactive
• Strong communicator who can make complex things feel simple and calm for client
• Naturally relationship-oriented and comfortable building trust over time
• Able to manage multiple moving pieces while keeping clients informed and supported
• Coachable, curious, and interested in growing into a long-term client leadership role
• Looking for meaningful work with autonomy, flexibility, and balance

What You'll Do
• Build long-term relationships with clients grounded in trust and responsivene
• Act as a key point of contact for our Financial Delegator client
• Coordinate meetings, communication, follow-ups, and ongoing client service
• Work closely with the advisory team to deliver a high-touch, personalized experience
• Gradually take on greater ownership of client relationships and planning support
• Help ensure clients feel informed, confident, and genuinely cared for at every stage of their financial life

What We Offer
• Hybrid flexibility with 75%+ work from home
• A collaborative boutique team with a low-ego, supportive culture
• Direct mentorship from experienced advisors and long-term growth opportunitie
• The opportunity to work closely with Financial Delegator clients and high-quality relationship
• A modern, flexible environment built on trust and autonomy
• Competitive compensation and strong work-life balance
• A long-term career path in wealth management without burnout culture

To Apply

Please send us your resume along with a short note about why this role interests you and why you think you'd be a great fit.

If this sounds like the kind of career and culture you've been looking for, we'd love to hear from you.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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