About this opportunity
Raymond James lists this Associate Wealth Advisor opportunity in santa clarita, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Schramm Capital in Santa Clarita, CA seeks an Associate Advisor who is passionate about excellence, relationship-building, and helping clients pursue what matters most.
You will proactively manage client relationships, schedule meetings, review portfolios, ensure compliance, and support the team with essential administrative work. Requires 3+ years’ industry experience and licenses SIE, Series 7, 63, 65/66. On-site, 8:30–5:00; salary $100,000–$150,000 with discretionary bonus.
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Worksite address
santa clarita, CA, 91382, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.