Associate Financial Advisor jobs in United States
info-icon
This job has closed.
company-logo

Empirical Wealth Management · 1 week ago

Associate Financial Advisor

positionSan Francisco, CA
timeFull-time
remoteOnsite
seniorityMid Level
money$70K/yr - $120K/yr
date3+ years exp

Empirical Wealth Management is currently searching for an Associate Financial Advisor (AFA) to help strengthen client relationships and provide top-notch service to clients. The AFA will work closely with a Lead Financial Advisor to coordinate financial, tax, and retirement planning for households, preparing for client meetings and implementing recommendations.

FinanceFinancial ServicesRetirement
check
Growth Opportunities

Responsibilities

Preparing paperwork
Executing client requests in a timely manner
Preparing meeting agendas
Onboarding new clients utilizing various internal and external systems
Collaborate across multiple teams (tax, trading, and financial planning) to formulate recommendations for clients
Other responsibilities may come up as the role progresses

Qualification

Financial services experienceSeries 65 certificationCFP certification (in progress)Microsoft ExcelAnalytical skillsPersonableConfidenceFlexibleConfidentialMicrosoft WordMicrosoft OutlookDetail-orientedEmotional Intelligence

Required

3-5 years in financial services industry
Undergraduate degree
Series 65 and working towards CFP® certification
Detail-oriented – accurately manage multiple tasks with many steps
Personable – connect with clients and build trust in a professional manner via email, phone, and in-person interactions
Emotional Intelligence – recognize emotions and communicate appropriately in a variety of emotional situations
Confidence – display certainty in speaking and body language regardless of the situation
Analytical – synthesize what clients convey and provide appropriate recommendations to meet their goals
Flexible – prioritize daily tasks in a manner that is consistent with both task urgency and efficiency
Confidential – maintain sensitive information entrusted to us by our clients private
Proficient in Microsoft Excel, Word, and Outlook

Benefits

Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
401(k) Plan with match
Commuter Benefit Account

Company

Empirical Wealth Management

twittertwittertwitter
company-logo
Empirical Wealth Management offers investment management, tax, retirement planning, execution compensation and financial planning services.
dateFounded in 2010
location
Seattle, Washington, USA
people-size51-200 employees
web-link
https://empirical.net

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Kenneth Smith
CEO
linkedin
Company data provided by crunchbase