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Associate Financial Advisor

Empirical Wealth Management

This is a Contract position in Hialeah, FL posted July 30, 2021.

Empirical Wealth Management is currently searching for a bilingual Associate Financial Advisor (AFA), who can help strengthen client relationships and provide top-notch service to clients.

An AFA works closely with a Lead Financial Advisor coordinating the financial, tax, and retirement planning for over 100 households.

An AFA will be responsible for client meeting preparation, implementing recommendations, responding to client requests, and other ad-hoc projects as necessary.

Over time, an AFA will learn to conduct financial analysis, prepare financial plans, and make investment recommendations with the guidance of a Lead Advisor.

This role is best suited for individuals who aspire to become a Lead Advisor.

Over 2-3 years, AFAs will have the opportunity to participate in client meetings, learn about financial planning and tax strategies, and see how relationships are built in order to develop their own client relationships.

Your Responsibilities – What you will be doing in this role: Preparing paperwork Executing client requests in a timely manner Preparing meeting agendas Onboarding new clients utilizing various internal and external systems Collaborate across multiple teams (tax, trading, and financial planning) to formulate recommendations for clients Other responsibilities may come up as the role progresses Your Qualities – What we want to see in you: Detail-oriented – accurately manage multiple tasks with many steps Personable –connect with clients and build trust in a professional manner via email, phone, and in-person interactions Emotional Intelligence – recognize emotions and communicate appropriately in a variety of emotional situations Confidence –display certainty in speaking and body language regardless of the situation Analytical – synthesize what clients convey and provide appropriate recommendations to meet their goals Flexible – prioritize daily tasks in a manner that is consistent with both task urgency and efficiency Confidential – maintain sensitive information entrusted to us by our clients private Your Experience – What you have been doing: 1-3 years in financial services industry Undergraduate degree Series 65 and working towards CFP® certification Proficient in Microsoft Excel, Word, and Outlook Fluent in Mandarin Compensation Competitive salary as well as bonus potential 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 Our Culture Empirical 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.

We are a hard-working, high performance, no-excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.