Financial Advisor

About This Role

This role is for experienced, driven, and focused Financial Advisors to join a 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. The Financial Advisor will be proficient with advanced Wealth Management techniques on all facets of investments, taxes, and trust and estate planning.

Responsibilities

• Onboard new clients
• Service existing clients
• Demonstrate proficiency in sales
• Integrate the advice of CFAs, CPAs, and JDs into the client relationship
• Work with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction
• Assist clients in all phases of implementation once a comprehensive financial plan is developed
• Drive and close new business

Requirements

• Four-year degree
• 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
• Able to interact with a tight-knit team of professionals with a range of financial and tax activities

Benefits

• Medical (HSA and FSA), Vision, Dental, and Disability Insurance for employee are 100% paid for by the company
• 401(k) Plan + match
• Potential to transition to a revenue share with unlimited income potential

About the Company

Empirical Wealth Management is a rapidly growing financial services firm, currently directing the financial lives and managing assets for hundreds of individuals and businesses. Since opening in 2006, the company has organically grown to over $10B in AUM through steady referrals from clients and business partners. The goal is to reach $10B in the next couple of years and to continue opening offices across the country.