Financial Advisor
$110kPointwealth Capital Management
Benefits:
401(k)
Health insurance
Paid time off
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Vision insurance
Pointwealth Capital Management – Financial Advisor
We are a boutique wealth management firm (~$500M AUM) based in Encino, CA, serving clients nationwide. We are seeking an experienced Financial Advisor to work with an existing base of mid- to high-net-worth clients.
This is not a cold prospecting role. You will be given clients to service, with the expectation to deepen relationships, retain assets, and grow the book through additional assets and referrals.
You will be supported by an internal team handling trading, operations, and investment management, allowing you to focus on client relationships, planning, and strategy.
What You’ll Do
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
What We’re Looking For
Proven ability to manage and retain client relationships
Strong financial planning and investment knowledge
Ability to identify opportunities within existing client relationships
Professional presence and strong communication skills
High level of accountability and ownership
Ethical, client-first mindset
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)
Bachelor’s degree (preferred)
Compensation & Benefits
Base salary starting at $110,000+ (commensurate with experience)
Incentive compensation tied to client retention and growth
401(k) with matching
Health, dental, and vision insurance
Paid time off
Who This Role Is For
An advisor who prefers working with existing clients rather than cold prospecting
Someone who takes ownership of client relationships and outcomes
Someone focused on long-term client relationships, not transactional sales
Who This Role Is Not For
Someone looking for a pure sales or commission-only role
Someone expecting fully firm-generated growth without personal accountability
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