CFP Wealth Advisor for High‑Net‑Worth Clients

Empirical Wealth Management; New York (NY); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Medical insurance 100% paid

401(k) Plan with match

Collaborative work environment

Job summary

Empirical Wealth Management in New York is seeking experienced Financial Advisors to enhance their practice. The ideal candidates will focus on high-net-worth clients and provide comprehensive investment and financial services. Responsibilities include onboarding new clients, servicing existing ones, and integrating multidisciplinary advice. Qualifications include a four-year degree, CFP designation, and 7+ years of relevant experience. The role offers a competitive salary of $100,000 to $250,000 along with fully paid medical benefits, a 401(k) plan, and a collaborative environment.

Qualifications

• 7+ years in financial and/or estate planning related work.
• Expertise in estate, tax, retirement, investment planning analysis.
• Highly motivated with ability to function well in a fast-paced environment.

Responsibilities

• Onboard new clients and service existing clients.
• Demonstrate proficiency in sales and integrate advice from financial experts.
• Assist clients in all phases of financial plan implementation.

Skills

Excellent organizational skills

Leadership

Communication

Presentation skills

Sales proficiency

Education

Four-year degree

CFP designation

Job description

Empirical Wealth Management in New York is seeking experienced Financial Advisors to enhance their practice. The ideal candidates will focus on high-net-worth clients and provide comprehensive investment and financial services. Responsibilities include onboarding new clients, servicing existing ones, and integrating multidisciplinary advice. Qualifications include a four-year degree, CFP designation, and 7+ years of relevant experience. The role offers a competitive salary of $100,000 to $250,000 along with fully paid medical benefits, a 401(k) plan, and a collaborative environment.