Join to apply for the Financial Advisor – Chinese Speaking role at Empirical Wealth Management Join to apply for the Financial Advisor – Chinese Speaking role at Empirical Wealth Management Get AI-powered advice on this job and more exclusive features. Job Description For Financial Advisor – Chinese Speaking Empirical 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 Advisor Job Type: Full Time Job Location: Los Gatos CA San Francisco CA San Mateo CA Walnut Creek CA Job Description For Financial Advisor – Chinese Speaking Empirical 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. Qualifications Fluent in Mandarin and/or Cantonese Candidates must have a four-year degree and the CFP designation 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis Unquestioned commitment to integrity in personal and professional activities Highly motivated with ability to function well in a fast-paced environment Self-starter by nature Excellent organizational, leadership, communication and presentation skills Able 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. Compensation Competitive salary with the potential to transition to a revenue share with unlimited income potential Benefits: Medical (HSA and FSA), Vision, Dental, and Disability Insurance for employee are 100% paid for by the company 401(k) Plan + match Salary range: $100,000 – $250,000 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. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Investment Management Referrals increase your chances of interviewing at Empirical Wealth Management by 2x Get notified about new Financial Advisor jobs in San Francisco, CA . San Francisco, CA $85,000.00-$135,000.00 3 weeks ago San Francisco, CA $100,000.00-$130,000.00 2 weeks ago San Francisco, CA $90,000.00-$100,000.00 2 weeks ago Oakland, CA $190,000.00-$250,000.00 5 days ago Financial Advisor - Team Sponsored Launch - San Francisco Peninsula Group San Ramon, CA $90,000.00-$100,000.00 3 weeks ago Citi Wealth at Work - Investment Relationship Officer - Officer Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco Director, Investment Counselor - Citi Private Bank San Francisco, CA $115,000.00-$190,000.00 3 weeks ago Senior 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 ago San Francisco, CA $125,000.00-$175,000.00 13 hours ago Family Office Advisor/Financial Planner (UHNW) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Empirical Wealth Management
...the past year. This has flooded the job market with thousands of laid off techies who are competing with existing jobseekers. For entry-level job seekers to get client interviews and jobs, they need to differentiate themselves by ensuring they have exceptional skills and...
...Job Description Pride Health is hiring a dedicated Assistant Manager of Radiology - Outpatient Imaging to join our outpatient imaging team. This leadership role supports daily operations, staff development, patient care, and quality standards while upholding the...
...The Beasley & Henley design team is AMAZING! Full of smart, creative... ...to train them in real-world interiors including specs, IA, FFE,... ...for a: INTERIOR DESIGN ASSISTANT As the Successful Candidate... ...proud. Job Type: Full-time We work on interesting,...
...for our national Aftermarket Services organization. As the General Manager of Aftermarket, youll own the vision, strategy, and execution... ...peak performance across the Aerospace, Military & Defense, Automotive, and Industrial sectors. The ideal candidate brings a passion...
...Influencers Associate, you will help execute high-impact events and manage relationships with aligned influencers on behalf of political campaigns, national committees, faith-based nonprofits, and conservative-minded organizations. This role offers hands-on experience in...