Client-Focused Wealth Advisor Associate

Schramm Financial Group is seeking an Associate Advisor in California who will proactively manage client relationships, schedule meetings, review portfolios, and ensure compliant client communication. You’ll serve as the main point of contact for client needs and contribute to onboarding and referrals.

Ideal candidates have 3+ years in the industry, SIE and securities licenses (Series 7, 63, 65/66 as required), and strong CRM/Microsoft Office skills.