Wealth Advisor (WA)

Join a high-performing team that puts people first.

At Towerpoint Wealth, we’re more than a leading and fully-independent wealth management firm—we’re a tight-knit team with a shared commitment to serving our clients as true fiduciaries, 100% of the time. We pride ourselves on deep, meaningful relationships with our clients, and with each other. Our mission is clear: Helping our clients remove the hassle of properly coordinating all of their financial affairs, so they can live a happier life and enjoy retirement.

Now, we’re looking to add a Wealth Advisor who shares our values, thrives in a client-first environment, and is ready to help us continue to grow.

Position Overview

As a Wealth Advisor at Towerpoint Wealth, you’ll play a critical role in delivering an exceptional client experience, while helping individuals and families build and protect their wealth, coordinate all of their financial affairs, and lead them as they navigate their personal and financial journeys. You’ll serve as both a strategic advisor and a relationship builder – leading financial planning conversations, managing implementation, and ensuring ongoing alignment with our clients’ goals.

Location: 500 Capitol Mall, Suite 2060, Downtown Sacramento, CA

Status: Full-time

Schedule: Monday–Friday, 8:00 AM – 4:30 PM (occasional evenings/weekends)

Compensation: $125,000 – $250,000 annually (base + performance-based compensation)

Why Towerpoint?

We value our people – deeply. Our competitive benefits package includes:

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 teambuilding and community outreach events

Your Responsibilities:

Lead with service: Deliver a client experience rooted in responsiveness, professionalism, and trust
Guide the journey: Conduct discovery calls, lead financial planning meetings, and translate client goals into actionable strategies
Build and implement: Create and execute custom financial plans using best-in-class technology, tools, and software
Stay connected: Provide proactive client service through regular updates, tracking progress, and adjusting as circumstances evolve
Collaborate across the TPW team: Coordinate with operations and compliance teams on account openings, transfers, distributions, and related tasks
Stay organized: Maintain accurate data and process documentation across our systems
Communicate clearly: Represent Towerpoint in a consistent, professional manner in all client, team, and external interactions
Keep learning and growing: Stay sharp and current on financial planning concepts, investment strategies, and industry trends
Communicate clearly, consistently, and professionally with clients, teammates, and external partners
Maintain strong attention to detail in a fast-paced environment
Follow all regulatory requirements (SEC, FINRA) and internal processes

What We’re Looking For:

Experience & Credentials:

Minimum 3 years of experience in financial advisory or wealth management, or any sales-related field
Bachelor's degree in Finance, Business, or related field preferred
CFP®, CIMA®, or CFA® certifications preferred
Active Series 66 license
Clean FINRA background check

Skills & Traits:

Strong grasp of financial planning and investment principles
Confidence in using financial planning software, Microsoft Office, and CRM tools
Outstanding communication—written, verbal, and interpersonal
High emotional intelligence and the ability to simplify complexity
Attention to detail and strong organizational skills
A collaborative, proactive mindset and a genuine interest in helping others succeed
Collaborative and coachable, with a sincere interest in ongoing professional growth

At Towerpoint Wealth, we combine professional excellence with a family-first culture. If you're looking to grow your career in a firm where you matter—and where your work truly makes a difference – TPW is the place for you.

Apply now – let’s start a conversation.

We’d love to hear from you. Please submit your resume and a brief cover letter outlining your interest and fit for this role.

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