About this role
Financial Advisor at Empirical Wealth Management. Location: San Mateo or San Francisco. Role: onboarding clients, servicing clients, closing business Requirements: Bachelor's degree and CFP required, 7+ years financial/estate planning experience, expertise in estate, tax, retirement, insurance, investment planning, strong sales and client service skills. Category: Sales Seniority: Senior Level Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English