Associate Wealth Advisor
13 days ago
Sacramento
Job DescriptionJoin 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: • Delivering an excellent client experience through financial planning, implementation, and ongoing service, • 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.Core 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.Growth & Business Development Support, • 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.This role includes measurable activity expectations. Comfort with accountability and tracking is essential.Collaboration & Professional Standards, • 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 consistencyWhat Success Looks Like in This Role, • 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., • 1+ year in wealth management, financial services, or a sales-related professional role., • Bachelor’s degree preferred., • CFP®, CIMA®, or CFA® designation preferred (or actively pursuing)., • Series 66 (or ability to obtain promptly)., • Clean regulatory record.Skills & Traits, • 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., • Wants to focus exclusively on technical planning without client interaction., • Is uncomfortable with measurable expectations., • Prefers unstructured environments with minimal accountability. Powered by JazzHR l5NSowreYa