Junior Financial Advisor: Mentored Career Path to Advisor

Empirical Wealth Management, LLC; Fort Worth (TX); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical, Vision, Dental insurance for

Disability Insurance

401(k) Plan with match

Competitive Salary + Bonus

Job summary

Empirical Wealth Management, LLC is seeking a motivated Junior Associate Financial Advisor to join our team in Fort Worth, TX. This entry-level role blends client service, operational support, and financial planning while offering hands-on experience and mentorship from seasoned advisors.

You will grow into advisory responsibilities as you develop skills in retirement, tax, estate, and insurance planning. We provide mentorship, a structured career path, and opportunities in a collaborative,

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field preferred.
• 0–2 years of experience; prior financial services experience is not required.
• Strong interpersonal, communication, analytical, and problem-solving skills.
• Excellent organization, attention to detail, and ability to manage competing priorities.
• Proficiency in Microsoft Office, particularly Excel.
• High level of professionalism, integrity, accountability, and commitment to client service.
• Intellectual curiosity, initiative, and enthusiasm for learning.

Responsibilities

• Serve as a primary contact for client service requests, ensuring timely, accurate follow-through.
• Monitor account activity, resolve client inquiries, and support new client onboarding.
• Build trusted relationships through professionalism, responsiveness, and attention to detail.
• Assist with creating and maintaining financial plans using MoneyGuidePro.
• Gather and analyze client information and develop knowledge of retirement, tax, estate, and insurance planning.
• Prepare client meeting materials, document discussions, and coordinate follow-up actions.
• Support advisors in developing financial planning recommendations.
• Prepare client paperwork and maintain accurate records in Salesforce, Schwab Advisor Center, and other systems.
• Coordinate client meetings, scheduling, and advisor calendars.
• Collaborate across advisory teams to ensure seamless client service.
• Support office operations, client events, and front desk coverage as needed.
• Follow firm policies, regulatory requirements, and confidentiality standards.

Skills

Interpersonal skills

Communication

Analytical thinking

Problem solving

Organization

Attention to detail

Education

Bachelor's degree

Tools

Excel

Job description

Empirical Wealth Management, LLC is seeking a motivated Junior Associate Financial Advisor to join our team in Fort Worth, TX. This entry-level role blends client service, operational support, and financial planning while offering hands-on experience and mentorship from seasoned advisors.

You will grow into advisory responsibilities as you develop skills in retirement, tax, estate, and insurance planning. We provide mentorship, a structured career path, and opportunities in a collaborative,