Empirical Wealth Management
Chinese Speaking Financial Advisor
Empirical Wealth Management, San Mateo, California, United States, 94409
About Empirical Wealth Management
Empirical Wealth Management is a rapidly growing financial services firm, 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 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
Onboard new clients, service existing clients, demonstrate proficiency in sales and integrate the advice of CFAs, CPAs and JDs into the client relationship.
Target market is high-net-worth Individuals with assets in excess of $3M.
Help meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction.
Assist in all phases of implementation of a comprehensive financial plan.
Show sales skills and drive and close new business.
Qualifications
Four-year degree and 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 potential to transition to a revenue share with unlimited income potential.
Benefits: Medical (HSA and FSA), Vision, Dental, and Disability Insurance fully paid by the company.
401(k) Plan with match.
Salary range: $100,000 – $250,000.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Industries Investment Management
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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
Onboard new clients, service existing clients, demonstrate proficiency in sales and integrate the advice of CFAs, CPAs and JDs into the client relationship.
Target market is high-net-worth Individuals with assets in excess of $3M.
Help meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction.
Assist in all phases of implementation of a comprehensive financial plan.
Show sales skills and drive and close new business.
Qualifications
Four-year degree and 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 potential to transition to a revenue share with unlimited income potential.
Benefits: Medical (HSA and FSA), Vision, Dental, and Disability Insurance fully paid by the company.
401(k) Plan with match.
Salary range: $100,000 – $250,000.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Industries Investment Management
#J-18808-Ljbffr