Associate Wealth Advisor: Client Experience & Growth

Raymond James; California, United States, Northern America, Americas; Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical

Retirement plan with match

Paid time off

Job summary

Schramm Capital seeks an Associate Advisor in Valencia, CA to proactively manage client relationships, facilitate meetings, and ensure personalized service aligned with financial goals.

You will handle onboarding, quarterly reviews, and communications, while maintaining compliance and high client satisfaction. Requires licenses (SIE, Series 7, 63, 65/66) and 3+ years in the wealth/financial sector.

Qualifications

• Minimum 3 years of experience in wealth/financial services.
• Licenses such as SIE, Series 7, 63, 65/66 are required by state.
• Strong client service, communication, and relationship-building skills.

Responsibilities

• Proactively manage and deepen relationships with assigned clients.
• Be the main point of contact for client needs and ensure issues are addressed.
• Schedule and facilitate client meetings to review portfolios and goals.

Skills

CRM software

Microsoft Office

Client communication

Relation management

Education

3+ years industry experience

Tools

Microsoft Office Suite

Job description

Schramm Capital seeks an Associate Advisor in Valencia, CA to proactively manage client relationships, facilitate meetings, and ensure personalized service aligned with financial goals.

You will handle onboarding, quarterly reviews, and communications, while maintaining compliance and high client satisfaction. Requires licenses (SIE, Series 7, 63, 65/66) and 3+ years in the wealth/financial sector.