Senior Wealth Advisor: HNW Planning & Tax Strategy

Empirical Financial Services, LLC; Seattle (WA); Sur place; USD 100 000 - 250 000; Plein temps

Avantages offerts par ce poste

Medical (HSA and FSA), Vision, Dental, and Disability Insurance fully paid

401(k) Plan with match

Résumé du poste

Empirical Financial Services, LLC is seeking experienced Financial Advisors in Seattle, Washington. Join a fast-growing firm dedicated to providing coordinated advice and exceptional service to high-net-worth clients. Ideal candidates will possess a CFP designation and extensive experience in financial planning.

You will onboard new clients, service existing relationships, and leverage your sales skills to drive business growth. The firm emphasizes collaboration and employee development to foster a strong work ethic and integrity.

Qualifications

• 7+ years in financial and/or estate planning related work.
• Expertise in estate, tax, retirement, and investment planning analysis.
• High motivation and ability to function well in a fast-paced environment.

Responsabilités

• Onboard new clients and service existing clients.
• Demonstrate proficiency in sales and integrate expert advice into relationships.
• Work with clients to meet financial goals including retirement and estate planning.

Connaissances

Wealth Management techniques

Sales skills

Organizational skills

Leadership

Communication skills

Formation

Four-year degree and CFP designation

Description du poste

Empirical Financial Services, LLC is seeking experienced Financial Advisors in Seattle, Washington. Join a fast-growing firm dedicated to providing coordinated advice and exceptional service to high-net-worth clients. Ideal candidates will possess a CFP designation and extensive experience in financial planning.

You will onboard new clients, service existing relationships, and leverage your sales skills to drive business growth. The firm emphasizes collaboration and employee development to foster a strong work ethic and integrity.