Associate Wealth Advisor

Towerpoint Wealth • Sacramento, CA

1d • $70,000 - $100,000 • Onsite

About The Position

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
This is not a passive or purely technical role. You will be expected to engage clients, participate in prospect conversations, build relationships, and take ownership of clearly defined responsibilities and activity metrics.

Requirements

• 1+ year in wealth management, financial services, or a sales-related professional role.
• 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.
• Series 66 (or ability to obtain promptly).
• Clean regulatory record.

Nice To Haves

• Bachelor’s degree preferred.
• CFP®, CIMA®, or CFA® designation preferred (or actively pursuing).

Responsibilities

• 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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level