Associate Wealth Advisor
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Job Location:
Sacramento, CA - USA
Yearly Salary:
USD 70000 - 100000
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
Join a high-performing fiduciary team that puts people first.
Towerpoint Wealth is a leading and fully independent wealth management firm based in downtown Sacramento. We serve successful individuals families and business owners by helping them remove the hassle of properly coordinating their financial affairs so they can live a happier life and enjoy retirement.
We are growing and we are looking for an Associate Wealth Advisor who combines strong financial and wealth planning capability with the discipline initiative and accountability required to help expand the firm. This role is ideal for someone who wants to develop into a lead advisor is comfortable being measured and understands that trust is built through both service and action.Position Overview
As an Associate Wealth Advisor at Towerpoint Wealth you will play a dual role:
Status: Full-time
Schedule: MondayFriday 8:00 AM 4:30 PM (intermittent evenings/weekends)
Compensation: $70000 $100000 annual base plus performance-based compensationWhy Towerpoint Wealth
We are a relationship-driven firm with high standards and a long-term mindset.
Benefits include:
Experience & Credentials
This role is not a fit for someone who:
We combine professional excellence with a family-first mindset. We care deeply about our clients and our team and we believe clarity accountability and mutual respect create the best outcomes for everyone.Interested
Please submit your resume and a brief cover letter explaining why this role fits where you want to grow professionally.
Towerpoint Wealth is a leading and fully independent wealth management firm based in downtown Sacramento. We serve successful individuals families and business owners by helping them remove the hassle of properly coordinating their financial affairs so they can live a happier life and enjoy retirement.
We are growing and we are looking for an Associate Wealth Advisor who combines strong financial and wealth planning capability with the discipline initiative and accountability required to help expand the firm. This role is ideal for someone who wants to develop into a lead advisor is comfortable being measured and understands that trust is built through both service and action.Position Overview
As an Associate Wealth Advisor at Towerpoint Wealth you will play a dual role:
- Delivering an excellent client experience through financial planning implementation and ongoing service
- Contributing directly to firm growth by supporting prospect engagement business development activity and pipeline creation
Status: Full-time
Schedule: MondayFriday 8:00 AM 4:30 PM (intermittent evenings/weekends)
Compensation: $70000 $100000 annual base plus performance-based compensationWhy Towerpoint Wealth
We are a relationship-driven firm with high standards and a long-term mindset.
Benefits include:
- Generous employer contribution to Medical Dental & Vision insurance (employee & dependents).
- 100% employer-paid Life Insurance.
- 401(k) plan with up to 4% match.
- Generous PTO Sick Leave and Paid Holidays.
- Regular team-building and community involvement events.
- Participate in discovery meetings financial planning conversations and review meetings.
- Prepare implement and maintain comprehensive financial plans using firm technology.
- Assist with investment analysis portfolio implementation and account administration.
- Coordinate account openings transfers distributions and client service requests.
- Maintain accurate compliant and well-documented client records.
- Support lead advisors with meeting prep execution and follow-up.
- Participate in initial prospect calls and follow-up conversations.
- Assist with onboarding new clients and transitioning relationships smoothly.
- Support firm marketing educational events and outreach initiatives.
- Maintain consistent prospect and COI follow-up.
- Track activity and outcomes in the firm CRM.
- Meet clearly defined activity expectations tied to growth initiatives.
- Work closely with operations and compliance teams.
- Communicate clearly and professionally with clients teammates and external partners.
- Follow all SEC FINRA and internal compliance requirements.
- Represent Towerpoint Wealth with professionalism integrity and consistency
- Clients experience responsive thoughtful and organized service.
- Advisors trust you to own your responsibilities fully.
- Planning and implementation work is accurate and timely.
- Assigned growth-related activities are executed consistently.
- You are coachable engaged and steadily expanding your scope and impact.
Experience & Credentials
- 1 year in wealth management financial services or a sales-related professional role.
- Bachelors degree preferred.
- CFP CIMA or CFA designation preferred (or actively pursuing).
- Series 66 (or ability to obtain promptly).
- Clean regulatory record.
- Strong foundation in financial planning and investment concepts.
- Comfortable initiating conversations and following up consistently.
- Organized detail-oriented and reliable.
- Coachable and open to feedback.
- Clear communicator who can simplify complexity.
- Bias toward action not perfection.
- Comfortable being measured and accountable.
This role is not a fit for someone who:
- Wants to focus exclusively on technical planning without client interaction.
- Is uncomfortable with measurable expectations.
- Prefers unstructured environments with minimal accountability.
- Views business development as optional or someone elses responsibility.
We combine professional excellence with a family-first mindset. We care deeply about our clients and our team and we believe clarity accountability and mutual respect create the best outcomes for everyone.Interested
Please submit your resume and a brief cover letter explaining why this role fits where you want to grow professionally.
Required Experience:
Manager
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Protect and grow your net worth with Towerpoint Wealth, a Sacramento fiduciary financial advisory firm. We specialize in wealth management, RSU planning, portfolio building, and customized financial strategies aligned with your goals and values.
