Financial Planning Associate

2 days ago

San Francisco, California, United States Empirical Wealth Management Full time
{"title": "Associate Financial Advisor", "description": "About Empirical Wealth Management

Empirical Wealth Management is a rapidly growing financial services firm, 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.

Our goal is to provide exceptional financial planning and investment services to our clients, while fostering a collaborative and dynamic work environment.

Key Responsibilities
  • Onboarding new clients, servicing existing clients, and demonstrating proficiency in integrating the advice of CFAs, CPAs, and JDs into the client relationship
  • Client service, including preparing for client meetings, updating plans, reviewing portfolios, preparing reports, and implementing recommendations
  • Supporting advisors in providing comprehensive financial planning, including cash flow analysis, investments, retirement, insurance, tax, and estate planning
  • Collaborating across multiple teams, attending client and team meetings
  • Performing administrative duties that support Financial Advisors in daily business practices, including gathering information regarding client finances, organizing electronic case files, preparing critical documentation and other correspondence, and completing special projects
  • Acquiring and maintaining relevant certifications, credentials, and industry knowledge
Qualifications
  • 3-5 years experience in the financial services industry
  • Bachelor's Degree, Series 65, and starting/working towards CFP certification
  • Unquestioned commitment to integrity in personal and professional activities
  • Excellent verbal and written communication and exceptional math skills. The ability to clearly communicate with advisors and clients is critical to the position.
  • Highly motivated with ability to function well in a fast-paced team environment where everyone pitches in as needed to get the job done
  • Comfortable on camera for meetings, conferences, and presentations
  • Ability to do independent research and strong attention to detail
  • Demonstrate technological acumen in applying new techniques and knowledge to enhance the effectiveness and efficiency of financial planning processes
  • Proficient in Microsoft Excel, Word, and Outlook. Knowledge of financial planning, CRM, trading, and custodian software is a plus.
  • Proactive, self-starter by nature, friendly, strong desire to learn and ability to take direction
Benefits
  • Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
  • 401(k) Plan with match
  • Paid parental leave after one year of employment
", "culture": "

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.

", "lang_code": "en-US"}

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