Empirical Wealth Management
Join to apply for the
Financial Advisor
role at
Empirical Wealth Management 4 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.
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 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 Get notified about new Financial Advisor jobs in
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Financial Advisor
role at
Empirical Wealth Management 4 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.
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 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 Get notified about new Financial Advisor jobs in
Anchorage, AK . Anchorage, AK $60,000.00-$80,000.00 1 week ago Financial Center - Relationship Specialist 1 - Full Time - Onsite (AK)
Greater Anchorage Area $20.00-$29.17 1 month ago Anchorage Borough County, AK $60,000.00-$120,000.00 4 days ago Anchorage, AK $45,000.00-$100,000.00 1 week ago Joint Base Elmendorf Richardson, AK $45,655.00-$68,485.00 2 weeks ago Financial Advisor - Anchorage / Fairbanks and surrounding areas
Team-Based Financial Advisor- Summit & Sound Wealth Advisors- Anchorage, AK
Anchorage, AK $60,000.00-$80,000.00 1 month ago Anchorage, AK $50,000.00-$125,000.00 1 week ago Merrill Financial Solutions Advisor - Alaska Market
Anchorage, AK $40,000.00-$60,000.00 2 weeks ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr