Financial Advisor
empirikal partnersPortland (ME)
Financial Advisor
Posted 3 days ago
empirikal partnersPortland (ME)
SENIORITY
Senior
About the role
Company Description empiriKal partners llc is dedicated to placing clients at the center of everything we do. Our mission is to understand each client's unique needs, goals, and ambitions in order to design and implement customized financial strategies. We aim to simplify the complexities of personal finance, offering comprehensive solutions for managing debt, retirement planning, investment strategies, and major life events. With a client-first approach, we leverage our resources and expertise to help individuals confidently make well-informed decisions for their financial future utilizing both TradFi and DeFi modalities.
Role Description:
This is a full-time remote role for a Financial Advisor. 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.
MUST HAVES:
SERIES 65, 66/7, CFA, CFP or ChFC and RESIDE IN: AZ, CA, FL, GA, MD, NJ, NY, TX or WY. Must have common sense, not be a marxist. antifa, blm or todays democrat to apply! We believe in a greater America and that there are only two genders and one God. WE HIRE AS 1099 WITH ONE IF THE HIGHEST NET PAYOUTS ON THE STREET.We offer Open Architecture Models for advisors looking to expand the thresholds offered at wirehouses. No account minimums, no sending accounts to call centers but yes to build your book your way. Crypto and tokenization is here and we got that. We currently have working agreements with multiple firms like Schwab, Fidelity, Axos Clearing, Interactive Brokers, USB, RBC, Fundrise and Anchorage Digital making it easy to bring over existing books of business.
Qualifications:
Proficiency in Financial Planning and Retirement PlanningStrong understanding of Investments and Financial Advisory practicesKnowledge of core financial principles and strategiesExcellent analytical, communication, and interpersonal skillsAbility to work independently and effectively support clients in a remote environmentRelevant certifications (e.g., CFP, CFA) or a degree in Finance, Economics, Business, or similar fields (preferred) Experience in developing personalized financial solutions is a plus
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