Financial Advisor
Empirical Wealth Management · Seattle, WA · 2 wk ago
Finance$250k/yrFull-time
Responsibilities
- Onboard new clients
- Servicing existing clients
- Demonstrate proficiency in sales
- Integrate the advice of CFAs, CPAs, and JDs into the client relationship
Qualifications
- Candidates must have a four-year degree and the 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.
Pay
- 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