Financial Advisor

Empirical Wealth Management; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Disability insurance

Job summary

A financial services firm in San Francisco is seeking experienced Financial Advisors to provide high-level financial advice and support to high-net-worth clients. Candidates should have a Bachelor's degree and the CFP designation, along with at least 7 years of related experience. Responsibilities include onboarding clients, providing investment and tax planning advice, and managing client relationships. The role offers a competitive salary, full benefits, and the potential for revenue sharing.

Qualifications

• Minimum 7 years in financial or estate planning.
• Proficient in wealth management techniques.
• Able to manage heavy workloads and time-sensitive projects.
• Expertise in estate, tax, retirement, insurance, investments, and cash flow planning.
• Unquestioned commitment to integrity in personal and professional activities.
• Highly motivated with ability to function well in a fast-paced environment.
• Self-starter with ability to manage heavy workloads and time-sensitive projects.

Responsibilities

• Onboard new clients and service existing ones.
• Provide high-level coordinated advice.
• Integrate advice from CFAs, CPAs, and JDs.
• Collaborate with team to implement comprehensive wealth management strategies.

Skills

Expertise in estate planning

Tax knowledge

Investment strategies

Communication skills

Leadership skills

Sales skills

Education

Bachelor's degree

CFP designation

Job description

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 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