Financial Advisor

Pointwealth Capital Management

Los Angeles (CA)

On-site

USD 99,000 - 121,000

Full time

14 days+

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Benefits offered by this job

401(k) matching

Health insurance

Dental insurance

Vision insurance

Paid time off

Job summary

Pointwealth Capital Management, located in Los Angeles, is seeking an experienced Financial Advisor to manage an existing base of mid- to high-net-worth clients. The ideal candidate should have at least 3 years of experience in financial services, strong communication skills, and the ability to deepen client relationships. Compensation starts at $110,000+, with additional incentives tied to client retention and growth. Benefits include 401(k) matching, health, dental, and vision insurance.

Qualifications

Proven ability to manage and retain client relationships.
Strong financial planning and investment knowledge.
3+ years of experience in financial services or wealth management.
SIE, Series 7, Series 63/65 or 66 required.
Life, Accident & Health license required.

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.

Skills

Client relationship management

Financial planning knowledge

Communication skills

Investment strategy

Proactive service

Education

Bachelor’s degree

Job description

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