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Empirical Wealth Management · 12 hours ago

Financial Advisor

California, United States

Full-time

Onsite

Senior Level

$100K/yr - $250K/yr

7+ years exp

Empirical Wealth Management is a fast-growing firm seeking experienced Financial Advisors dedicated to providing high-level coordinated advice and service to clients. The role involves onboarding new clients, servicing existing ones, and utilizing advanced Wealth Management techniques to meet clients' long-term investment and financial goals.

FinanceFinancial ServicesRetirement

Growth Opportunities

Responsibilities

Onboarding new clients

Servicing existing clients

Demonstrating proficiency in sales

Integrating the advice of CFAs, CPAs and JDs into the client relationship

Meeting long-term investment and financial goals including retirement and estate planning

Providing assistance in all phases of implementation of financial plans

Responsible for onboarding new clients while also servicing existing clients

Help drive and close new business

Qualification

CFP designationWealth Management techniquesEstate planning expertiseTax planning expertiseInvestment planning expertiseMotivatedCommunication skillsLeadership skillsOrganizational skillsPresentation skillsSelf-starter

Required

Candidates must have a four-year degree and the CFP designation

7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm

Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis

Unquestioned commitment to integrity in personal and professional activities

Highly motivated with ability to function well in a fast-paced environment

Self-starter by nature

Excellent organizational, leadership, communication and presentation skills

Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities