Financial Advisor

Pointwealth Capital Management • Los Angeles, CA

24d • Onsite

About The Position

Pointwealth Capital Management is a boutique wealth management firm with approximately $500M in Assets Under Management (AUM), located in Encino, CA, serving clients nationwide. They are seeking an experienced Financial Advisor to manage an existing base of mid- to high-net-worth clients. This role focuses on servicing existing clients, deepening relationships, retaining assets, and growing the client base through additional assets and referrals, rather than cold prospecting. The advisor will be supported by an internal team for trading, operations, and investment management, allowing them to concentrate on client relationships, planning, and strategy.

Requirements

• 3+ years experience in financial services / wealth management
• Experience working with client relationships (required)
• SIE, Series 7, Series 63/65 or 66 (required)
• Life, Accident & Health license (required)

Nice To Haves

• Bachelor’s degree (preferred)

Responsibilities

• Serve as the primary point of contact for an existing client base
• Lead client meetings and ongoing financial planning relationships
• Deliver portfolio reviews and communicate investment strategy
• Identify opportunities to increase wallet share within existing relationships
• Generate referrals through strong client service and trust
• Collaborate with internal team on planning, trading, and execution
• Maintain high client retention through proactive communication and service
• Ensure all recommendations align with client goals and firm standards

Benefits

• 401(k)
• Health insurance
• Paid time off
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Vision insurance

What This Job Offers

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