Note: The job is a remote job and is open to candidates in USA. empiriKal partners llc is hiring a Financial Advisor to provide clients with tailored financial planning and investment strategies. The role also supports clients with insurance needs and retirement preparation, analyzes financial data, and advises on wealth management and long-term financial goals.
Responsibilities
- The Financial Advisor will work closely with clients to provide tailored financial planning, build investment strategies, satisfy insurance needs and assist with retirement preparation
- Daily responsibilities include analyzing financial data, offering expert advice on wealth management, and helping clients achieve their long-term financial goals
Skills
- SERIES 65, 66/7, CFA, CFP or ChFC
- Proficiency in Financial Planning and Retirement Planning
- Strong understanding of Investments and Financial Advisory practices
- Knowledge of core financial principles and strategies
- Excellent analytical, communication, and interpersonal skills
- Ability to work independently and effectively support clients in a remote environment
- Relevant certifications (e.g., CFP, CFA) or a degree in Finance, Economics, Business, or similar fields
- Experience in developing personalized financial solutions
Benefits
- Full-time remote role
- One of the highest net payouts on the street
- Open Architecture Models for advisors looking to expand the thresholds offered at wirehouses
- No account minimums; no sending accounts to call centers; build your book your way
- Working agreements with multiple firms, including Schwab, Fidelity, Axos Clearing, Interactive Brokers, USB, RBC, Fundrise and Anchorage Digital, making it easy to bring over existing books of business
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