Empirical Wealth Management
Chinese Speaking Financial Advisor
Empirical Wealth Management, San Francisco, California, United States, 94199
Overview
Empirical Wealth Management is a rapidly growing financial services firm, 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 over $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.
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.
About the role 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.
Responsibilities
Onboard new clients
Service existing clients
Demonstrate proficiency in sales and integrate advice of CFAs, CPAs and JDs into the client relationship
Work with high-net-worth individuals with assets in excess of $3M
Support long-term investment and financial goals including retirement and estate planning with focus on tax reduction
Assist in implementing comprehensive financial plans
Show sales skills to drive and close new business
Qualifications
Four-year degree and the CFP designation
Fluent in Mandarin and/or Cantonese
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 a 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
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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.
About the role 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.
Responsibilities
Onboard new clients
Service existing clients
Demonstrate proficiency in sales and integrate advice of CFAs, CPAs and JDs into the client relationship
Work with high-net-worth individuals with assets in excess of $3M
Support long-term investment and financial goals including retirement and estate planning with focus on tax reduction
Assist in implementing comprehensive financial plans
Show sales skills to drive and close new business
Qualifications
Four-year degree and the CFP designation
Fluent in Mandarin and/or Cantonese
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 a 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
#J-18808-Ljbffr