Financial Advisor

Join to apply for the Financial Advisor role at Empirical Wealth Management1 day ago Be among the first 25 applicantsJoin to apply for the Financial Advisor role at Empirical Wealth ManagementJob 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 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 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 2xSign in to set job alerts for “Financial Advisor” roles.San Francisco, CA $80,000.00-$120,000.00 1 month agoSan Francisco, CA $85,000.00-$135,000.00 2 weeks agoAsset & Wealth Management, Private Family Office Financial Planner, Associate - San FranciscoSan Francisco, CA $85,000.00-$135,000.00 2 months agoSan Francisco, CA $90,000.00-$100,000.00 2 days agoSan Francisco, CA $100,000.00-$130,000.00 2 months agoSan Francisco, CA $122,400.00-$228,000.00 3 days agoInvestment Consultant - San Francisco, CASan Francisco, CA $75,000.00-$200,000.00 2 weeks agoSan Ramon, CA $90,000.00-$100,000.00 1 week agoSan Francisco, CA $55,000.00-$75,000.00 6 days agoOakland, CA $190,000.00-$250,000.00 1 month agoBlackstone Private Wealth Client Services, AssociateSan Francisco, CA $145,000.00-$160,000.00 1 month agoEmeryville, CA $133,713.00-$200,528.00 9 hours agoFinancial Consultant (Hybrid OR Remote) - 25-123San Francisco, CA $65,000.00-$78,000.00 2 weeks agoAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San FranciscoOakland, CA $45,000.00-$100,000.00 3 days agoInvestment Consultant - Walnut Creek, CAWalnut Creek, CA $56,000.00-$72,000.00 4 days agoAsset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San FranciscoCiti Private Bank - Private Banker - San Francisco, CASan Francisco, CA $200,000.00-$500,000.00 5 days agoDeputy Director of Finance and Administration - Port of San Francisco (0953)San Francisco, CA $193,700.00-$247,260.00 2 weeks agoSausalito, CA $180,000.00-$190,000.00 1 month agoPrincipal - PJT Park Hill (Alternative Credit/Hedge Fund - Distribution)San Francisco, CA $300,000.00-$350,000.00 2 weeks agoWe’re unlocking community knowledge in a new way. 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Created: 2025-09-21