Associate Wealth Advisor

Sacramento, CA
Full Time
Mid Level
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:
  1. Delivering an excellent client experience through financial planning, implementation, and ongoing service
  2. 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.
Location: 500 Capitol Mall, Suite 2060, Sacramento, CA
Status: Full-time
Schedule: Monday–Friday, 8:00 AM – 4:30 PM (intermittent evenings/weekends)
Compensation: $70,000 – $100,000 annual base, plus performance-based compensation
Why 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.
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 consistency
What 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.
  • You are coachable, engaged, and steadily expanding your scope and impact.
What We’re Looking For
Experience & Credentials
  • 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.
  • Comfortable being measured and accountable.
Who This Role Is Not For
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 else’s responsibility.
About Our Culture
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.


 
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