Relationship-Driven Wealth Advisor — Grow & Retain Client Portfolios

Pointwealth Capital Management; Los Angeles (CA); On-site; USD 99,000 - 121,000; Full time

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

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.