Associate Advisor: Wealth Planning & Client Growth

130 Raymond James Financial Services, Inc.; California (MO); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Retirement plan with match

Paid time off

Job summary

Schramm Capital is seeking an Associate Advisor to proactively manage client relationships, schedule meetings, and review portfolios alongside our team. You will serve as the primary contact for client needs and help integrate new clients into the firm while maintaining high service standards.

This role requires 3+ years in wealth management, active licenses (SIE, Series 7, 63, 65/66 as needed), and proficiency with CRM tools and financial planning software.

Qualifications

• 3+ years of industry experience.
• Licenses/Certifications: SIE, Series 7, Series 63, 65/66 as required.
• Strong communication and relationship-management skills.

Responsibilities

• Proactively manage and deepen client relationships with timely, effective communication.
• Serve as main contact for client needs and coordinate meetings to review portfolios.
• Ensure compliance with documentation and internal standards.

Skills

CRM software

Microsoft Office

Effective communication

Education

SIE Certification

Series 7

Series 63

Series 65/66

Tools

Managed account platforms

Financial planning software

Job description

Schramm Capital is seeking an Associate Advisor to proactively manage client relationships, schedule meetings, and review portfolios alongside our team. You will serve as the primary contact for client needs and help integrate new clients into the firm while maintaining high service standards.

This role requires 3+ years in wealth management, active licenses (SIE, Series 7, 63, 65/66 as needed), and proficiency with CRM tools and financial planning software.