Junior Associate Financial Advisor
Empirical Wealth Management
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- TaxCustomer serviceOnboardingOperationsSalesforceExcel
- Nice to have
- Accounting
- Work
- On-site in Fort Worth
- Pay
- Not stated by the employer.
- Skill demand
- Operations44%Customer service10%Onboarding9%Tax6%of 105 similar entry-level jobs posted in the US this week
- Listed
- Nov 9, 2026 · still open
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About Empirical Wealth Management
Empirical Wealth Management is an independent, employee-owned registered investment advisory firm managing approximately $10 billion in assets. We provide comprehensive wealth management services through evidence-based investing, financial planning, tax strategies, and a collaborative, team-based approach.
About The Role
We are seeking a motivated, detail-oriented Junior Associate Financial Advisor (Jr. AFA) to join our growing team. This entry-level role combines exceptional client service, operational support, and financial planning while providing hands-on experience and mentorship from experienced financial advisors. As skills develop, the Jr. AFA will take on increasing responsibility in client relationships, financial planning, and advisory activities, building a foundation for a long-term career as a Financial Advisor. This role is intended for someone that wants to grow into being a Financial Advisor, with a structured career path: Junior Associate Financial Advisor → Associate Financial Advisor → Financial Advisor.
Key Responsibilities
Client Service & Relationship Support
- Serve as a primary contact for client service requests, ensuring timely, accurate follow-through.
- Monitor account activity, resolve client inquiries, and support new client onboarding.
- Build trusted relationships through professionalism, responsiveness, and attention to detail.
Financial Planning & Advisor Support
- Assist with creating and maintaining financial plans using MoneyGuidePro.
- Gather and analyze client information and develop knowledge of retirement, tax, estate, and insurance planning.
- Prepare client meeting materials, document discussions, and coordinate follow-up actions.
- Support advisors in developing financial planning recommendations.
Operations & Team Collaboration
- Prepare client paperwork and maintain accurate records in Salesforce, Schwab Advisor Center, and other systems.
- Coordinate client meetings, scheduling, and advisor calendars.
- Collaborate across advisory teams to ensure seamless client service.
- Support office operations, client events, and front desk coverage as needed.
- Follow firm policies, regulatory requirements, and confidentiality standards.
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field preferred.
- 0–2 years of experience; prior financial services experience is not required.
- Strong interpersonal, communication, analytical, and problem-solving skills.
- Excellent organization, attention to detail, and ability to manage competing priorities.
- Proficiency in Microsoft Office, particularly Excel.
- High level of professionalism, integrity, accountability, and commitment to client service.
- Intellectual curiosity, initiative, and enthusiasm for learning.
Licensing & Professional Development
- Obtain the Series 65 license within the first six months of employment.
- Begin CFP® education coursework.
- Obtain Notary Public certification.
Benefits
- Competitive Salary + Bonus ($65,000 – 75,000)
- Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company.
- 401(k) Plan with match.
Our Culture
We believe that each employee is a valuable contributor to the overall effectiveness of the firm. We promote collaborative development, a hard-working, high performance, no-excuse team environment.