Associate Wealth Advisor
Towerpoint Wealth
About this role
Towerpoint Wealth in Sacramento is seeking an Associate Wealth Advisor to support client financial planning, engagement, and business development. The role involves building client relationships, supporting growth initiatives, and adhering to compliance standards, with an emphasis on professional development and accountability.
Skills
About Towerpoint Wealth
towerpointwealth.comTowerpoint Wealth is a Sacramento-based Registered Independent Advisory firm and fiduciary financial advisory practice that helps clients protect and grow their net worth through wealth and retirement planning. They specialize in RSU planning, portfolio building, and customized, values-aligned financial strategies tailored to each client's goals. Operating as a fiduciary, Towerpoint emphasizes objectivity, transparency, and boutique-level service while accessing a wide range of resources and capabilities to deliver personalized solutions.
About Towerpoint Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Towerpoint Wealth.
Salary
$70k – $100k
per year