Senior Client Relationship & Wealth Advisor

Pointwealth Capital Management; California (MO); On-site; USD 99,000 - 121,000; Full time

Benefits offered by this job

Base salary starting at $110,000+

401(k) with matching

Health, dental, and vision insurance

Paid time off

Job summary

Pointwealth Capital Management, a boutique wealth management firm in Encino, CA, seeks an experienced Financial Advisor to service an existing base of mid- to high-net-worth clients nationwide. You will deepen relationships, focus on planning and strategy, with support from an internal team handling trading and operations.

You will lead client meetings, deliver portfolio reviews, and coordinate with planning partners to align recommendations with client goals, aiming to retain assets and grow

Qualifications

• 3+ years of experience in financial services/wealth management.
• Experience managing client relationships.
• SIE, Series 7, Series 63/65 or 66 licenses.
• Life, Accident & Health license.
• Bachelor's degree preferred.

Responsibilities

• Serve as the primary 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.
• 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.

Skills

Client relationships

Financial planning

Investment knowledge

Communication skills

Accountability

Ethical mindset

Education

Bachelor's degree

Tools

SIE license

Series 7 license

Series 63/65 or 66

Life, Accident & Health license

Job description

Pointwealth Capital Management, a boutique wealth management firm in Encino, CA, seeks an experienced Financial Advisor to service an existing base of mid- to high-net-worth clients nationwide. You will deepen relationships, focus on planning and strategy, with support from an internal team handling trading and operations.

You will lead client meetings, deliver portfolio reviews, and coordinate with planning partners to align recommendations with client goals, aiming to retain assets and grow