Financial Advisor

Empirical Wealth Management; Anchorage (AK); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Medical, Vision, Dental, and Disability Insurance

401(k) Plan with company match

Potential for revenue share

Job summary

Join a fast-growing firm as a Financial Advisor where you will provide high-level coordinated advice and service to clients. This role involves onboarding new clients, servicing existing ones, and utilizing advanced wealth management techniques to assist high-net-worth individuals. Ideal candidates are experienced, dedicated, and possess strong sales skills.

Qualifications

• Candidates must have a four-year degree and the CFP designation.
• 7+ years in financial and/or estate planning related work.
• Highly motivated with the ability to function well in a fast-paced environment.

Responsibilities

• Onboarding new clients and servicing existing clients.
• Demonstrating proficiency in sales and integrating professional advice.
• Helping clients with retirement and estate planning.

Skills

Leadership

Communication

Organization

Sales

Education

Bachelor's degree

CFP designation

Job description

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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

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