{"id":2484261,"url":"https://alion.io/job/raymond-james-associate-advisor","title":"Associate Advisor","company":{"id":1768977,"name":"Raymond James","domain":"raymondjames.com","url":"https://alion.io/company/raymondjames-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Valencia, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":100000,"max":150000,"currency":"USD","period":"year","gross":null,"usd_annual":150000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-30T00:00:00Z","employer_posted_date":"2026-09-30","last_verified_at":"2026-10-15T00:47:00Z","board_verified":true,"closed_at":null,"days_open":16,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":16},"description":"Job Description\nJoin a firm that puts people before portfolios. At Schramm Capital, we help successful individuals, families, and business owners navigate the complexities of wealth with customized strategies and dedicated support.\nOur team is committed to delivering an elevated client experience through thoughtful planning, personalized advice, and long-term partnership. As we grow, we are seeking an Associate Advisor who is passionate about excellence, relationship-building, and helping clients pursue what matters most.\nAre you ready? Let’s uncover the possibility of working together.\nEssential Duties and Responsibilities\n· Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.\n· Main point of contact for all client needs and ensure all client concerns are addressed.\n· Schedule, attend, and facilitate client meetings to review portfolios, performance, and goals.\n· Manage client referrals, ensuring smooth onboarding and integration into the firm.\n· Conduct quarterly and annual client reviews to align their financial goals with any changing life circumstances.\n· Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.\n· Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.\n· Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.\n· Ensure that all compliance standards are met for client documentation and communication.\n· Actively contribute to the firm’s ability to focus on high-level strategy by handling detailed administrative work related to client meetings.\nKnowledge of\n· Company’s working structure, policies, mission, and strategies\n· Managed account platforms\n· General office practices, procedures, and methods\n· Investment concepts, practices, and procedures used in the securities industry\n· Financial markets, products, and industry regulations\n· Trading terminology\n· Financial planning software\nSkill in\n· Client Relationship Management (CRM) software\n· Microsoft Office Suite\n· Effective communication (in-person, virtual, phone, and mail)\nAbility to\n· Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases\n· Analyze and research account information\n· Handle stressful situations and provide a high level of client attention in a calm and professional manner\n· Analyze problems and establish solutions in a fast-paced environment\n· Use appropriate interpersonal styles and communicate effectively\n· Work both independently and as part of a cohesive team\n· Demonstrate competence, dependability, and responsibility\nLicenses/Certifications:\nSIE, Series 7, Series 63, 65/66 as required by state\nEducation/Experience Requirements\n3+ years of industry experience\nTravel: None required\nBenefits: Medical, Retirement + Match, PTO\nCompensation: $100,000 - $150,000, based on experience + discretionary bonus\nWorkstyle: On-site, 8:30a - 5:00p\nSchramm Capital and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” include but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.\nPLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.\nEducation\nWork Experience\nCertifications\nSalary Range\n$70,304.00-$150,000.00Travel\nLess than 25% Workstyle\nResidentThe total compensation for this position includes base salary or wages, andmay include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com\nAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. \nWe expect our associates at all levels to:\nGrow professionally and inspire others to do the same\nWork with and through others to achieve desired outcomes\nMake prompt, pragmatic choices and act with the client in mind\nTake ownership and hold themselves and others accountable for delivering results that matter\nContribute to the continuous evolution of the firm\nAt Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.\n#LI-LS1","description_format":"text","description_chars":5537,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-13T23:50:07Z"}],"visa":[],"liveness":{"score":71,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.786,"p_room":0.9,"age_days":16,"expected_fill_days":24,"reasons":["conf:28","velocity","win:mid","comp:brand"],"computed_at":"2026-10-16T05:45:00Z"},"pay":{"stated_usd_annual":150000,"is_top_pay":true},"html_url":"https://alion.io/job/raymond-james-associate-advisor","json_url":"https://alion.io/job/raymond-james-associate-advisor.json","meta":{"generated_at":"2026-10-16T07:23:40Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5155,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-17T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1768977},"rest":"https://alion.io/mcp/rest/get_company?id=1768977"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fraymond-james-associate-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fraymond-james-associate-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fraymond-james-associate-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/raymond-james-associate-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fraymond-james-associate-advisor"}]}