Financial Advisor

Responsibilities

• Onboard new clients
• Servicing existing clients
• Demonstrate proficiency in sales
• Integrate advice from CFAs, CPAs, and JDs into client relationships

Qualifications

• Four-year degree
• CFP designation
• 7+ years in financial and/or estate planning related work
• 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, as well as interact with a tight-knit team of professionals with a range of financial and tax activities

Compensation

Competitive salary with the potential to transition to a revenue share with unlimited income potential

Benefits

• Medical (HSA and FSA)
• Vision
• Dental
• Disability Insurance
• 100% paid for by the company
• 401(k) Plan + match

Culture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development.