Join to apply for the Financial Advisor role at Empirical Wealth Management4 months ago Be among the first 25 applicantsJoin to apply for the Financial Advisor role at Empirical Wealth ManagementGet AI-powered advice on this job and more exclusive features.Job Description For Financial AdvisorWe are seeking experienced, driven, and focused Financial Advisors to join our 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. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning.Job Category: Financial AdvisorJob Type: Full TimeJob Location: Anchorage AK Bay Area CA Irvine CA Los Gatos CA New York NY Portland OR Reno NV San Francisco CA San Mateo CAJob Description For Financial AdvisorWe are seeking experienced, driven, and focused Financial Advisors to join our 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. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning.Responsibilities include onboarding new clients, servicing existing clients, demonstrating proficiency in sales and integrating the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M.This role works with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. You will be responsible for onboarding new clients while also servicing existing clients. In addition, you will be able to show your sales skills as you will help drive and close new business.QualificationsCandidates must have a four-year degree and the CFP designation7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firmExpertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysisUnquestioned commitment to integrity in personal and professional activitiesHighly motivated with ability to function well in a fast-paced environmentSelf-starter by natureExcellent organizational, leadership, communication and presentation skillsAble 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.CompensationCompetitive salary with the potential to transition to a revenue share with unlimited income potentialBenefits: Medical (HSA and FSA), Vision, Dental, and Disability Insurance for employee are 100% paid for by the company401(k) Plan + matchSalary range: $100,000 – $250,000Our CultureEmpirical 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.Seniority level Seniority level Mid-Senior levelEmployment type Employment type Full-timeJob function Job function Finance and SalesIndustries Investment ManagementReferrals increase your chances of interviewing at Empirical Wealth Management by 2xGet notified about new Financial Advisor jobs in Anchorage, AK .Anchorage, AK $60,000.00-$80,000.00 1 week agoFinancial Center - Relationship Specialist 1 - Full Time - Onsite (AK) Greater Anchorage Area $20.00-$29.17 1 month agoAnchorage Borough County, AK $60,000.00-$120,000.00 4 days agoAnchorage, AK $45,000.00-$100,000.00 1 week agoJoint Base Elmendorf Richardson, AK $45,655.00-$68,485.00 2 weeks agoFinancial Advisor - Anchorage / Fairbanks and surrounding areas Team-Based Financial Advisor- Summit & Sound Wealth Advisors- Anchorage, AK Anchorage, AK $60,000.00-$80,000.00 1 month agoAnchorage, AK $50,000.00-$125,000.00 1 week agoMerrill Financial Solutions Advisor - Alaska Market Anchorage, AK $40,000.00-$60,000.00 2 weeks agoWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr