Financial Advisor

empiriKal partners llc; United States; On-site; USD 60,000 - 100,000; Full time

Job summary

empiriKal partners llc is seeking a remote Financial Advisor dedicated to helping clients manage their finances through tailored planning and investment strategies. Responsibilities include analyzing financial data, advising on wealth management, and ensuring clients meet their long-term financial goals. Ideal candidates will have certifications like CFP or CFA and experience in financial advisory practices. This full-time position offers a flexible work environment across several states including AZ, CA, FL, GA, MD, NJ, NY, TX, and WY.

Qualifications

• Proficiency in Financial Planning and Retirement Planning.
• Strong understanding of Investments and Financial Advisory practices.
• Knowledge of core financial principles and strategies.
• Ability to work independently and effectively support clients in a remote environment.

Responsibilities

• Analyze financial data and offer expert advice on wealth management.
• Build investment strategies and assist clients with retirement preparation.
• Satisfy insurance needs and help clients achieve their long-term financial goals.

Skills

Financial Planning

Retirement Planning

Investment Strategies

Analytical Skills

Communication Skills

Interpersonal Skills

Education

Relevant certifications (e.g., CFP, CFA)

Degree in Finance, Economics, Business or similar

Job description

empiriKal partners llc is dedicated to placing clients at the center of everything we do. Our mission is to understand each client's unique needs, goals, and ambitions in order to design and implement customized financial strategies. We aim to simplify the complexities of personal finance, offering comprehensive solutions for managing debt, retirement planning, investment strategies, and major life events. With a client-first approach, we leverage our resources and expertise to help individuals confidently make well-informed decisions for their financial future utilizing both TradFi and DeFi modalities.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will work closely with clients to provide tailored financial planning, build investment strategies, satisfy insurance needs and assist with retirement preparation. Daily responsibilities include analyzing financial data, offering expert advice on wealth management, and helping clients achieve their long-term financial goals.

MUST HAVES: SERIES 65, 66/7, CFA, CFP or ChFC and RESIDE IN: AZ, CA, FL, GA, MD, NJ, NY, TX or WY.

We offer Open Architecture Models for advisors looking to expand the thresholds offered at wirehouses. No account minimums, no sending accounts to call centers but yes to build your book your way. Crypto and tokenization is here and we got that. We currently have working agreements with multiple firms like Schwab, Fidelity, Axos Clearing, Interactive Brokers, USB, RBC, Fundrise and Anchorage Digital making it easy to bring over existing books of business.

Qualifications

• Proficiency in Financial Planning and Retirement Planning
• Strong understanding of Investments and Financial Advisory practices
• Knowledge of core financial principles and strategies
• Excellent analytical, communication, and interpersonal skills
• Ability to work independently and effectively support clients in a remote environment
• Relevant certifications (e.g., CFP, CFA) or a degree in Finance, Economics, Business, or similar fields (preferred)
• Experience in developing personalized financial solutions is a plus