Remote Financial Advisor | Custom Wealth & Crypto

empiriKal partners llc; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

empiriKal partners llc, a remote-first financial advisory firm, is seeking a Financial Advisor to tailor financial planning, design investment strategies, and manage insurance needs while assisting with retirement preparation. You will analyze data, advise on wealth management, and guide clients toward long-term financial goals from a remote setup.

The role requires credentials such as Series 65, 66/7, CFA, CFP or ChFC, and residency in AZ, CA, FL, GA, MD, NJ, NY, TX, or WY, with strong

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

Responsibilities

• Provide tailored financial planning and retirement preparation.
• Build investment strategies and satisfy insurance needs.
• Analyze financial data and offer wealth management advice.
• Help clients achieve long-term financial goals.

Skills

Financial planning

Retirement planning

Investments

Wealth management

Remote work

Education

CFP/CFA designation or finance-related degree

Job description

empiriKal partners llc, a remote-first financial advisory firm, is seeking a Financial Advisor to tailor financial planning, design investment strategies, and manage insurance needs while assisting with retirement preparation. You will analyze data, advise on wealth management, and guide clients toward long-term financial goals from a remote setup.

The role requires credentials such as Series 65, 66/7, CFA, CFP or ChFC, and residency in AZ, CA, FL, GA, MD, NJ, NY, TX, or WY, with strong