Empirical Wealth Management
Financial Advisor – Chinese Speaking
Empirical Wealth Management, Los Gatos, California, United States, 95032
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Financial Advisor – Chinese Speaking
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Empirical Wealth Management 4 months ago Be among the first 25 applicants Join to apply for the
Financial Advisor – Chinese Speaking
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Empirical Wealth Management Job Description For Financial Advisor – Chinese Speaking
Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.
Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to $7B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next couple years and to continue opening offices across the country. Job Category:
Financial Advisor
Job Type:
Full Time
Job Location:
Los Gatos CA San Francisco CA San Mateo CA Walnut Creek CA
Job Description For Financial Advisor – Chinese Speaking
Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to $7B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next couple years and to continue opening offices across the country.
We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning.
Responsibilities include onboarding new clients, servicing existing clients, demonstrating proficiency in sales and integrating the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M.
This role works with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. You will be responsible for onboarding new clients while also servicing existing clients. In addition, you will be able to show your sales skills as you will help drive and close new business.
Qualifications
Fluent in Mandarin and/or Cantonese 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.
Compensation
Competitive salary with the potential to transition to a revenue share with unlimited income potential Benefits: Medical (HSA and FSA), Vision, Dental, and Disability Insurance for employee are 100% paid for by the company 401(k) Plan + match Salary range: $100,000 – $250,000
Our Culture
Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesInvestment Management Referrals increase your chances of interviewing at Empirical Wealth Management by 2x Sunnyvale, CA $56,000.00-$72,000.00 6 days ago San Jose, CA $100,000.00-$200,000.00 1 month ago Palo Alto, CA $279,990.00-$311,100.00 3 weeks ago Sunnyvale, CA $115,000.00-$120,000.00 2 days ago Sunnyvale, CA $55,000.00-$75,000.00 4 days ago Finance Business Manager - Marketing FP&A San Jose, CA $90,000.00-$120,000.00 1 week ago San Jose, CA $90,000.00-$120,000.00 6 months ago San Jose, CA $56,000.00-$72,000.00 11 hours ago Senior Financial Analyst, Alexa and AGI Finance - Insights, Planning, Econometrics, Decision (IPED), Alexa and AGI Finance - Insights, Planning, Econometrics, Decision (IPED) Sunnyvale, CA $60,200.00-$128,800.00 1 week ago San Francisco Bay Area $70,000.00-$250,000.00 17 hours ago Mountain View, CA $187,000.00-$253,000.00 2 weeks ago San Jose, CA $49,920.00-$100,000.00 1 week ago Campbell, CA $56,000.00-$72,000.00 5 days ago Santa Clara, CA $106,000.00-$146,000.00 6 days ago San Jose, CA $240,000.00-$270,000.00 2 weeks ago Redwood City, CA $28.00-$32.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Financial Advisor – Chinese Speaking
role at
Empirical Wealth Management 4 months ago Be among the first 25 applicants Join to apply for the
Financial Advisor – Chinese Speaking
role at
Empirical Wealth Management Job Description For Financial Advisor – Chinese Speaking
Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.
Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to $7B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next couple years and to continue opening offices across the country. Job Category:
Financial Advisor
Job Type:
Full Time
Job Location:
Los Gatos CA San Francisco CA San Mateo CA Walnut Creek CA
Job Description For Financial Advisor – Chinese Speaking
Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to $7B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next couple years and to continue opening offices across the country.
We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning.
Responsibilities include onboarding new clients, servicing existing clients, demonstrating proficiency in sales and integrating the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M.
This role works with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. You will be responsible for onboarding new clients while also servicing existing clients. In addition, you will be able to show your sales skills as you will help drive and close new business.
Qualifications
Fluent in Mandarin and/or Cantonese 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.
Compensation
Competitive salary with the potential to transition to a revenue share with unlimited income potential Benefits: Medical (HSA and FSA), Vision, Dental, and Disability Insurance for employee are 100% paid for by the company 401(k) Plan + match Salary range: $100,000 – $250,000
Our Culture
Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesInvestment Management Referrals increase your chances of interviewing at Empirical Wealth Management by 2x Sunnyvale, CA $56,000.00-$72,000.00 6 days ago San Jose, CA $100,000.00-$200,000.00 1 month ago Palo Alto, CA $279,990.00-$311,100.00 3 weeks ago Sunnyvale, CA $115,000.00-$120,000.00 2 days ago Sunnyvale, CA $55,000.00-$75,000.00 4 days ago Finance Business Manager - Marketing FP&A San Jose, CA $90,000.00-$120,000.00 1 week ago San Jose, CA $90,000.00-$120,000.00 6 months ago San Jose, CA $56,000.00-$72,000.00 11 hours ago Senior Financial Analyst, Alexa and AGI Finance - Insights, Planning, Econometrics, Decision (IPED), Alexa and AGI Finance - Insights, Planning, Econometrics, Decision (IPED) Sunnyvale, CA $60,200.00-$128,800.00 1 week ago San Francisco Bay Area $70,000.00-$250,000.00 17 hours ago Mountain View, CA $187,000.00-$253,000.00 2 weeks ago San Jose, CA $49,920.00-$100,000.00 1 week ago Campbell, CA $56,000.00-$72,000.00 5 days ago Santa Clara, CA $106,000.00-$146,000.00 6 days ago San Jose, CA $240,000.00-$270,000.00 2 weeks ago Redwood City, CA $28.00-$32.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr