Unable to fully prioritize your client’s best interests 100% of the time, due to employer-based restrictions, obligations, and a legacy technology platform?
Working in an environment that can conflict with serving the needs of your clients can be difficult and frustrating. Needless to say, this is a known problem on Wall Street, and a central reason the fully independent wealth advisory firm model continues to flourish and grow. As our growth continues as we systematically move closer towards our goal of being the preeminent wealth management firm in the greater Sacramento valley, we are looking to strategically expand our career team of passionate, qualified, and experienced financial advisor company and service professionals.
Our mission: To help our clients properly coordinate all of their financial affairs, with the goal of helping them achieve, and then maintain, their complete financial independence.
As we grow and expand, maintaining a disciplined focus on this mission is critical, and we welcome talking with like-minded professionals who are in search of a “graduation” to a better professional environment. Just like the last professional we hired, the next addition to the Towerpoint Wealth team will hold themself to the highest standard in the industry, the fiduciary standard, and will be hungry for the opportunity to help clients in an unencumbered, conflict-free environment, all while growing their personal net worth as Towerpoint Wealth continues its expansion.
Towerpoint’s team and its clients have achieved independence – now it’s your turn. Contact us to learn more about the Towerpoint Wealth difference.
We are actively seeking wealth advisors at all career levels to join our team. Regardless if you are in the early, mid, or late stages of your career, we’d like to discuss the benefits of our independence with you.
We expect you to come as you are – Towerpoint Wealth is a progressive, open-minded meritocracy. What you’re capable of matters, everything else does not. Your gender, your sex life, your gods, or your skin color don’t make a difference here. What does make a difference? That you are smart and good at what you do.
Joseph Eschleman, CIMA® President, Towerpoint Wealth
Over the years, Wall Street has continued to leverage its size and scale when providing a home and a platform for financial advisors to help and serve their clients. However, as clients and advisors have become more sophisticated and discriminating, the search for a better environment has drawn many to the world of independence. As an independent firm, Towerpoint Wealth is free to work with any of the financial industry’s leading companies in order to provide a fully-integrated plan designed to meet your, and your client’s, objectives and expectations. Unlike traditional wirehouse firms, we are not tied to a single provider, allowing us to literally scour the financial environment to access the widest scope of resources available on our advisors’ and clients’ behalf, from institutional asset manager research to state-of-the-art consolidated technology and reporting. We then leverage and customize those strategies and solutions to assure you a focused, boutique-level client experience.
Independence allows us—and you—many freedoms, one of which is the ability to choose from a long list of strategic partner organizations, not only to smooth your transition in working with Towerpoint, but also to facilitate our management and operations. We’ve partnered with some of the leading names in the industry. Simply put, we are independent but not alone. Click HERE to read more.
If you are sick of the wirehouse red tape, sick of hearing ‘no’ more than ‘yes’ from management and your compliance department, and feel limited by the lack of full access to advanced products and technology to support and highly customize your own, and your clients’, overall advisory experience, then click the photo on the left to read more about why full independence is not a trend, but a full-blown movement.
Other Available Positions
It takes many talented individuals to build a successful team, exactly why Towerpoint Wealth is always seeking dedicated, driven, and dependable new team members. Contact us to begin a conversation.
General office hours:
Monday – Friday,
8:00 AM – 5:00 PM PST.