Financial Advisor – Chinese Speaking

Join to apply for the Financial Advisor – Chinese Speaking role at Empirical Wealth ManagementJoin to apply for the Financial Advisor – Chinese Speaking role at Empirical Wealth ManagementGet AI-powered advice on this job and more exclusive features.Job Description For Financial Advisor – Chinese SpeakingEmpirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to $7B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next couple years and to continue opening offices across the country.Job Category: Financial AdvisorJob Type: Full TimeJob Location: Los Gatos CA San Francisco CA San Mateo CA Walnut Creek CAJob Description For Financial Advisor – Chinese SpeakingEmpirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to $7B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next couple years and to continue opening offices across the country.We 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.QualificationsFluent in Mandarin and/or CantoneseCandidates 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 pensationCompetitive 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 levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesInvestment ManagementReferrals increase your chances of interviewing at Empirical Wealth Management by 2xGet notified about new Financial Advisor jobs in San Francisco, CA.San Francisco, CA $85,000.00-$135,000.00 3 weeks agoSan Francisco, CA $100,000.00-$130,000.00 2 weeks agoSan Francisco, CA $90,000.00-$100,000.00 2 weeks agoOakland, CA $190,000.00-$250,000.00 5 days agoFinancial Advisor - Team Sponsored Launch - San Francisco Peninsula GroupSan Ramon, CA $90,000.00-$100,000.00 3 weeks agoCiti Wealth at Work - Investment Relationship Officer - OfficerAsset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San FranciscoDirector, Investment Counselor - Citi Private BankSan Francisco, CA $115,000.00-$190,000.00 3 weeks agoSenior Financial Analyst, Marketing Shared Services (can be based in SF; NYC; LA; Columbus, Ohio; Albuquerque, NM)San Francisco, CA $92,900.00-$123,200.00 2 weeks agoSan Francisco, CA $125,000.00-$175,000.00 13 hours agoFamily Office Advisor/Financial Planner (UHNW)We’re unlocking community knowledge in a new way. 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Created: 2025-09-17