Join to apply for the Financial Advisor role at Empirical Wealth Management
3 months ago Be among the first 25 applicants
Join to apply for the Financial Advisor role at Empirical Wealth Management
Get AI-powered advice on this job and more exclusive features.
Job Description For Financial Advisor
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.
Job Category: Financial Advisor
Job Type: Full Time
Job Location: Anchorage AK Bay Area CA Irvine CA Los Gatos CA New York NY Portland OR Reno NV San Francisco CA San Mateo CA
Job Description For Financial Advisor
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
- 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.
- 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
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 level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales-
Industries
Investment Management
Referrals increase your chances of interviewing at Empirical Wealth Management by 2x
Sign in to set job alerts for Financial Advisor roles.
Sunnyvale, CA $56,000.00-$72,000.00 2 weeks ago
Palo Alto, CA $279,990.00-$311,100.00 1 month ago
San Jose, CA $100,000.00-$200,000.00 1 month ago
Sunnyvale, CA $271,000.00-$325,000.00 1 week ago
San Jose, CA $90,000.00-$120,000.00 7 months ago
San Jose, CA $56,000.00-$72,000.00 6 days 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 2 weeks ago
San Jose, CA $125,000.00-$175,000.00 2 weeks ago
Mountain View, CA $187,000.00-$253,000.00 2 weeks ago
Private Market Advisor, UHNW and Family Offices
Finance Business Manager - Marketing FP&A
Finance Manager, Product Risk & Compliance
Menlo Park, CA $142,000.00-$205,000.00 2 weeks ago
San Jose, CA $49,920.00-$100,000.00 2 weeks ago
San Jose, CA $240,000.00-$270,000.00 2 weeks ago
San Jose, CA $90,000.00-$120,000.00 1 week ago
VP, Financial Consultant - Sunnyvale, CA
Campbell, CA $56,000.00-$72,000.00 1 week ago
Mountain View, CA $193,500.00-$261,500.00 2 days ago
College Financial Representative, Internship Program
Campbell, CA $500.00-$1,000.00 4 weeks ago
Director of Capital Markets and Investor Relations
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr