Wealth Management Associate Advisor
raymond james financialSacramento (CA)
Wealth Management Associate Advisor
Posted 2 days ago
raymond james financialSacramento (CA)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Mid
About the role
Schramm Capital seeks an Associate Advisor to proactively manage client relationships, review portfolios, and facilitate meetings. You will act as the main contact for client needs, handling referrals and onboarding while ensuring regulatory compliance.
The role requires SIE, Series 7, 63, 65/66 licenses, 3+ years of experience, and strong communication. On-site in California, standard hours, with discretionary bonus potential.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.