Wealth Management Associate Advisor

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.