Financial Advisor

Responsibilities

• Onboard new clients
• Servicing existing clients
• Demonstrate proficiency in sales
• Integrate the advice of CFAs, CPAs, and JDs into the client relationship

Qualifications

• 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, as well as interacting with 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
• 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. Our employees are passionate about the work they do and want to inspire that work ethic into those around them.